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

Top Buys

1
+$3.23M
2
+$1.1M
3
+$608K
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$293K
5
IDU icon
iShares US Utilities ETF
IDU
+$270K

Top Sells

1
+$2.99M
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%
18
377
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40
378
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75
379
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30
380
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46
381
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300
382
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38
+3
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100
384
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40
385
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14
386
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15
387
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178
+1
388
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53
389
$2K ﹤0.01%
253
390
$2K ﹤0.01%
400
391
$2K ﹤0.01%
+833
392
$1K ﹤0.01%
33
393
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49
394
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29
+6
395
$1K ﹤0.01%
19
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42
+8
397
$1K ﹤0.01%
32
-24
398
$1K ﹤0.01%
26
-3
399
$1K ﹤0.01%
44
+3
400
$1K ﹤0.01%
29
-40
14 15
16
17 18