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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
$107M
AUM Growth
+$630K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.05M
3
+$617K
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$295K
5
IDU icon
iShares US Utilities ETF
IDU
+$279K

Top Sells

1
+$3.06M
2
+$1.85M
3
+$1.3M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$195K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$186K

Sector Composition

1 Industrials 8.65%
2 Financials 1.93%
3 Consumer Staples 1.79%
4 Healthcare 1.73%
5 Technology 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1K ﹤0.01%
10
427
$1K ﹤0.01%
32
-24
428
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26
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429
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44
+3
430
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-2
431
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433
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90
434
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-2
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18
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436
$1K ﹤0.01%
29
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$1K ﹤0.01%
19
438
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42
+8
439
$1K ﹤0.01%
25
440
$1K ﹤0.01%
300
441
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40
-4
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$1K ﹤0.01%
48
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+6
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$1K ﹤0.01%
21
445
$1K ﹤0.01%
13
446
$1K ﹤0.01%
23
+3
447
$1K ﹤0.01%
30
448
– –
-49
449
$0 ﹤0.01%
4
450
$0 ﹤0.01%
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19 20