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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
$104M
AUM Growth
-$3.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$2.6M
3
+$2.56M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$2.55M
5
IAU icon
iShares Gold Trust
IAU
+$2.34M

Top Sells

1
+$3.2M
2
+$3.11M
3
+$3.05M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.93M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$2.84M

Sector Composition

1 Industrials 9.23%
2 Financials 1.93%
3 Healthcare 1.82%
4 Consumer Staples 1.76%
5 Technology 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1K ﹤0.01%
8
+5
402
$1K ﹤0.01%
+8
403
$1K ﹤0.01%
47
404
$1K ﹤0.01%
63
405
$1K ﹤0.01%
+23
406
$1K ﹤0.01%
250
407
$1K ﹤0.01%
+16
408
$1K ﹤0.01%
13
409
$1K ﹤0.01%
46
410
$1K ﹤0.01%
+25
411
$1K ﹤0.01%
176
-105
412
$1K ﹤0.01%
22
-14
413
$1K ﹤0.01%
300
414
$1K ﹤0.01%
+44
415
$1K ﹤0.01%
42
-3
416
$1K ﹤0.01%
22
-24
417
$1K ﹤0.01%
+21
418
$1K ﹤0.01%
13
-47
419
$1K ﹤0.01%
+10
420
$1K ﹤0.01%
10
-1
421
$1K ﹤0.01%
+29
422
$1K ﹤0.01%
+41
423
$1K ﹤0.01%
+18
424
– –
-403
425
– –
-300
15 16
17
18 19