MWM

MinichMacGregor Wealth Management Portfolio holdings

AUM $513M
1-Year Est. Return 21.78%
This Quarter Est. Return
1 Year Est. Return
+21.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$317K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Sells

1 +$4.65M
2 +$3.84M
3 +$2.12M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.49M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$658K

Sector Composition

1 Industrials 4.4%
2 Technology 1.8%
3 Financials 1.58%
4 Healthcare 1.44%
5 Communication Services 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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1,000
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