MWM
MinichMacGregor Wealth Management Portfolio holdings
AUM
$468M
1-Year Return
20.62%
This Quarter Return
+3.09%
1 Year Return
+20.62%
3 Year Return
+83.06%
5 Year Return
+134.37%
10 Year Return
–
AUM
$121M
AUM Growth
+$5.35M
(+4.6%)
Cap. Flow
+$2.23M
Cap. Flow
% of AUM
1.85%
Top 10 Holdings %
Top 10 Hldgs %
61.85%
Holding
563
New
36
Increased
100
Reduced
69
Closed
29
Top Buys
Top Sells
| 1 |
GE Aerospace
GE
|
$156K |
| 2 |
iShares US Pharmaceuticals ETF
IHE
|
$61K |
| 3 |
Caterpillar
CAT
|
$56.3K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$40.2K |
| 5 |
ProShares Ultra S&P500
SSO
|
$34K |
Sector Composition
| 1 | Industrials | 7.06% |
| 2 | Financials | 1.64% |
| 3 | Healthcare | 1.63% |
| 4 | Technology | 1.55% |
| 5 | Consumer Staples | 1.45% |
