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
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1 +$20.8M
2 +$8.37M
3 +$6.41M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$6.06M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.72M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 7.57%
2 Financials 1.88%
3 Healthcare 1.75%
4 Technology 1.73%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$0 ﹤0.01%
+11
402
$0 ﹤0.01%
+3
403
$0 ﹤0.01%
+9
404
$0 ﹤0.01%
+39
405
$0 ﹤0.01%
+393
406
$0 ﹤0.01%
+5
407
$0 ﹤0.01%
+13
408
$0 ﹤0.01%
+19
409
$0 ﹤0.01%
+4
410
0
411
$0 ﹤0.01%
+13
412
$0 ﹤0.01%
+7
413
$0 ﹤0.01%
+6