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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
$111M
AUM Growth
+$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$280K
3
+$221K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$206K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$119K

Top Sells

1
+$2.22M
2
+$2.03M
3
+$1.86M
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$1.4M
5
FXG icon
First Trust Consumer Staples AlphaDEX Fund
FXG
+$1.17M

Sector Composition

1 Industrials 8.58%
2 Financials 1.69%
3 Technology 1.6%
4 Consumer Staples 1.54%
5 Healthcare 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
+48
377
$2K ﹤0.01%
90
378
$2K ﹤0.01%
100
379
$2K ﹤0.01%
15
380
$2K ﹤0.01%
196
-103
381
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75
382
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30
383
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384
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80
385
$2K ﹤0.01%
300
386
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180
387
$2K ﹤0.01%
53
388
$2K ﹤0.01%
+50
389
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179
+1
390
$2K ﹤0.01%
53
391
$2K ﹤0.01%
130
392
$1K ﹤0.01%
8
393
$1K ﹤0.01%
+21
394
$1K ﹤0.01%
31
+1
395
$1K ﹤0.01%
9
396
$1K ﹤0.01%
16
397
$1K ﹤0.01%
17
398
$1K ﹤0.01%
21
399
$1K ﹤0.01%
48
400
$1K ﹤0.01%
4
14 15
16
17 18