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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
$121M
AUM Growth
+$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$246K
2
+$209K
3
+$187K
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$182K
5
IAT icon
iShares US Regional Banks ETF
IAT
+$180K

Top Sells

1
+$162K
2
+$61K
3
+$52.3K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$39.4K
5
SSO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1K ﹤0.01%
18
452
$1K ﹤0.01%
40
453
$1K ﹤0.01%
20
454
$1K ﹤0.01%
+18
455
$1K ﹤0.01%
125
456
$1K ﹤0.01%
28
457
$1K ﹤0.01%
+200
458
$1K ﹤0.01%
24
459
$1K ﹤0.01%
12
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$1K ﹤0.01%
55
461
$1K ﹤0.01%
9
+2
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$1K ﹤0.01%
30
463
$1K ﹤0.01%
31
464
$1K ﹤0.01%
14
-3
465
$1K ﹤0.01%
25
466
$1K ﹤0.01%
44
467
$1K ﹤0.01%
100
468
$1K ﹤0.01%
300
469
– –
-125
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$0 ﹤0.01%
8
471
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0
472
$0 ﹤0.01%
15
473
$0 ﹤0.01%
20
474
– –
0
475
$0 ﹤0.01%
14
17 18
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20 21