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
$104M
AUM Growth
-$3.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$2.6M
3
+$2.56M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$2.55M
5
IAU icon
iShares Gold Trust
IAU
+$2.34M

Top Sells

1
+$3.2M
2
+$3.11M
3
+$3.05M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.93M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$2.84M

Sector Composition

1 Industrials 9.23%
2 Financials 1.93%
3 Healthcare 1.82%
4 Consumer Staples 1.76%
5 Technology 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
+20
377
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10
378
$1K ﹤0.01%
+9
379
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+9
380
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6
+3
381
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14
382
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104
+2
383
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+10
384
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+18
385
$1K ﹤0.01%
+26
386
$1K ﹤0.01%
+15
387
$1K ﹤0.01%
+50
388
$1K ﹤0.01%
43
+18
389
$1K ﹤0.01%
+34
390
$1K ﹤0.01%
+29
391
$1K ﹤0.01%
+41
392
$1K ﹤0.01%
+18
393
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394
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34
395
$1K ﹤0.01%
27
+9
396
$1K ﹤0.01%
+27
397
$1K ﹤0.01%
23
+11
398
$1K ﹤0.01%
+15
399
$1K ﹤0.01%
+33
400
$1K ﹤0.01%
+14
14 15
16
17 18