MWM

MinichMacGregor Wealth Management Portfolio holdings

AUM $552M
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
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%
+44
377
$1K ﹤0.01%
+20
378
$1K ﹤0.01%
10
379
$1K ﹤0.01%
+9
380
$1K ﹤0.01%
+9
381
$1K ﹤0.01%
+27
382
$1K ﹤0.01%
6
+3
383
$1K ﹤0.01%
14
384
$1K ﹤0.01%
104
+2
385
$1K ﹤0.01%
+10
386
$1K ﹤0.01%
+18
387
$1K ﹤0.01%
+26
388
$1K ﹤0.01%
+15
389
$1K ﹤0.01%
+50
390
$1K ﹤0.01%
43
+18
391
$1K ﹤0.01%
+34
392
$1K ﹤0.01%
+29
393
$1K ﹤0.01%
+41
394
$1K ﹤0.01%
+18
395
$1K ﹤0.01%
+22
396
$1K ﹤0.01%
34
397
$1K ﹤0.01%
27
+9
398
$1K ﹤0.01%
23
+11
399
$1K ﹤0.01%
+33
400
$1K ﹤0.01%
+14
14 15
16
17 18