MWM

MinichMacGregor Wealth Management Portfolio holdings

AUM $513M
1-Year Est. Return 21.78%
This Fund
S&P 500
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 0-1 Year 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%
+7
402
$0 ﹤0.01%
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403
$0 ﹤0.01%
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404
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405
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+16
406
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+20
407
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+8
408
$0 ﹤0.01%
+45
409
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+25
410
$0 ﹤0.01%
+3
411
$0 ﹤0.01%
+6
412
$0 ﹤0.01%
+11
413
$0 ﹤0.01%
+3