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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
$106M
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$706K
3
+$74.4K
4
UA icon
Under Armour Class C
UA
+$37.1K
5
GE icon
GE Aerospace
GE
+$33K

Top Sells

1
+$885K
2
+$525K
3
+$203K
4
MSFT icon
Microsoft
MSFT
+$56.7K
5
UAA icon
Under Armour
UAA
+$48.5K

Sector Composition

1 Industrials 9.04%
2 Financials 1.89%
3 Healthcare 1.73%
4 Consumer Staples 1.71%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1K ﹤0.01%
44
427
$1K ﹤0.01%
43
+1
428
$1K ﹤0.01%
13
429
$1K ﹤0.01%
9
-1
430
$1K ﹤0.01%
+20
431
– –
-282
432
– –
-104
433
– –
-448
434
– –
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435
$0 ﹤0.01%
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436
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5
438
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439
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443
$0 ﹤0.01%
10
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445
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0
446
– –
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447
$0 ﹤0.01%
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448
$0 ﹤0.01%
11
+4
449
– –
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450
– –
-12,966
16 17
18
19 20