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
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1 +$20.8M
2 +$8.37M
3 +$6.41M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$6.06M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.72M

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%
+20
377
$0 ﹤0.01%
+8
378
$0 ﹤0.01%
+45
379
$0 ﹤0.01%
+25
380
$0 ﹤0.01%
+3
381
$0 ﹤0.01%
+7
382
$0 ﹤0.01%
+7
383
0
384
$0 ﹤0.01%
+6
385
$0 ﹤0.01%
+11
386
$0 ﹤0.01%
+3
387
0
388
$0 ﹤0.01%
+9
389
$0 ﹤0.01%
+25
390
$0 ﹤0.01%
+10
391
0
392
$0 ﹤0.01%
+38
393
$0 ﹤0.01%
+100
394
$0 ﹤0.01%
+14
395
$0 ﹤0.01%
+3
396
$0 ﹤0.01%
+8
397
$0 ﹤0.01%
+25
398
$0 ﹤0.01%
+10
399
$0 ﹤0.01%
+8
400
$0 ﹤0.01%
+12