MWM

MinichMacGregor Wealth Management Portfolio holdings

AUM $567M
1-Year Est. Return 32.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1 +$20.8M
2 +$8.18M
3 +$6.97M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$6.06M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.57M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 7.57%
2 Financials 1.88%
3 Healthcare 1.75%
4 Technology 1.73%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$0 ﹤0.01%
+7
377
$0 ﹤0.01%
+13
378
0
379
$0 ﹤0.01%
+4
380
$0 ﹤0.01%
+19
381
$0 ﹤0.01%
+13
382
$0 ﹤0.01%
+5
383
$0 ﹤0.01%
+12
384
$0 ﹤0.01%
+47
385
$0 ﹤0.01%
+393
386
$0 ﹤0.01%
+39
387
$0 ﹤0.01%
+9
388
$0 ﹤0.01%
+3
389
$0 ﹤0.01%
+11
390
$0 ﹤0.01%
+12
391
$0 ﹤0.01%
+8
392
$0 ﹤0.01%
+10
393
$0 ﹤0.01%
+25
394
$0 ﹤0.01%
+8
395
$0 ﹤0.01%
+3
396
$0 ﹤0.01%
+14
397
$0 ﹤0.01%
+100
398
$0 ﹤0.01%
+11
399
$0 ﹤0.01%
+3
400
$0 ﹤0.01%
+6