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
$121M
AUM Growth
+$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$246K
2
+$213K
3
+$194K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$189K
5
IAT icon
iShares US Regional Banks ETF
IAT
+$188K

Top Sells

1
+$156K
2
+$61K
3
+$56.3K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$40.2K
5
SSO icon
ProShares Ultra S&P500
SSO
+$34K

Sector Composition

1 Industrials 7.06%
2 Financials 1.64%
3 Healthcare 1.63%
4 Technology 1.55%
5 Consumer Staples 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3K ﹤0.01%
78
377
$3K ﹤0.01%
58
378
$3K ﹤0.01%
+200
379
$3K ﹤0.01%
53
380
$3K ﹤0.01%
166
+1
381
$3K ﹤0.01%
+100
382
$3K ﹤0.01%
323
383
$3K ﹤0.01%
177
384
$3K ﹤0.01%
69
385
$3K ﹤0.01%
104
-20
386
$3K ﹤0.01%
80
387
$3K ﹤0.01%
300
388
$3K ﹤0.01%
48
389
$3K ﹤0.01%
+100
390
$3K ﹤0.01%
206
391
$3K ﹤0.01%
+50
392
$2K ﹤0.01%
30
393
$2K ﹤0.01%
37
+17
394
$2K ﹤0.01%
180
395
$2K ﹤0.01%
1,055
396
$2K ﹤0.01%
32
397
$2K ﹤0.01%
10
398
$2K ﹤0.01%
+150
399
$2K ﹤0.01%
39
400
$2K ﹤0.01%
107
14 15
16
17 18