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
$140M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1 +$4.95M
2 +$4.75M
3 +$1.99M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.77M
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$674K

Top Sells

1 +$6.17M
2 +$305K
3 +$205K
4
DDM icon
ProShares Ultra Dow30
DDM
+$140K
5
VTV icon
Vanguard Value ETF
VTV
+$110K

Sector Composition

1 Industrials 3.42%
2 Technology 1.68%
3 Financials 1.5%
4 Healthcare 1.28%
5 Consumer Staples 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$7K 0.01%
1,149
352
$7K 0.01%
278
353
$7K 0.01%
+51
354
$7K 0.01%
198
355
$7K 0.01%
830
356
$7K 0.01%
100
357
$6K ﹤0.01%
128
-44
358
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139
-136
359
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285
360
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109
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+30
362
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75
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+150
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368
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369
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370
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+2
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375
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+219