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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
+$630K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.05M
3
+$617K
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$295K
5
IDU icon
iShares US Utilities ETF
IDU
+$279K

Top Sells

1
+$3.06M
2
+$1.85M
3
+$1.3M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$195K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$186K

Sector Composition

1 Industrials 8.65%
2 Financials 1.93%
3 Consumer Staples 1.79%
4 Healthcare 1.73%
5 Technology 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
28
-4
377
$2K ﹤0.01%
64
378
$2K ﹤0.01%
49
+8
379
$2K ﹤0.01%
18
380
$2K ﹤0.01%
40
381
$2K ﹤0.01%
46
382
$2K ﹤0.01%
300
383
$2K ﹤0.01%
38
+3
384
$2K ﹤0.01%
100
385
$2K ﹤0.01%
40
386
$2K ﹤0.01%
14
387
$2K ﹤0.01%
15
388
$2K ﹤0.01%
53
389
$2K ﹤0.01%
253
390
$2K ﹤0.01%
400
391
$2K ﹤0.01%
+833
392
$1K ﹤0.01%
17
393
$1K ﹤0.01%
21
394
$1K ﹤0.01%
8
-1
395
$1K ﹤0.01%
38
-128
396
$1K ﹤0.01%
6
397
$1K ﹤0.01%
33
398
$1K ﹤0.01%
49
399
$1K ﹤0.01%
20
+2
400
$1K ﹤0.01%
29
-40
14 15
16
17 18