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
$277M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.91%
2 Industrials 3.02%
3 Healthcare 2.36%
4 Consumer Discretionary 1.5%
5 Energy 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$10.7K ﹤0.01%
+110
402
$10.6K ﹤0.01%
+600
403
$10.6K ﹤0.01%
+114
404
$10.5K ﹤0.01%
+305
405
$10.5K ﹤0.01%
+150
406
$10.4K ﹤0.01%
+81
407
$10.4K ﹤0.01%
+65
408
$10.3K ﹤0.01%
+49
409
$10.2K ﹤0.01%
+20
410
$9.98K ﹤0.01%
+202
411
$9.98K ﹤0.01%
+150
412
$9.82K ﹤0.01%
+193
413
$9.79K ﹤0.01%
+125
414
$9.78K ﹤0.01%
+1,222
415
$9.6K ﹤0.01%
+32
416
$9.6K ﹤0.01%
+1,013
417
$9.58K ﹤0.01%
+146
418
$9.52K ﹤0.01%
+112
419
$9.48K ﹤0.01%
+190
420
$9.47K ﹤0.01%
+400
421
$9.14K ﹤0.01%
+135
422
$9.04K ﹤0.01%
+97
423
$8.9K ﹤0.01%
+139
424
$8.74K ﹤0.01%
+38
425
$8.7K ﹤0.01%
+400