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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
$128M
AUM Growth
+$7.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.24M
3
+$1.22M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.19M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$339K

Top Sells

1
+$1.22M
2
+$840K
3
+$304K
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$251K
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$212K

Sector Composition

1 Industrials 5.17%
2 Financials 1.63%
3 Technology 1.59%
4 Healthcare 1.52%
5 Consumer Staples 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1K ﹤0.01%
21
+6
452
$1K ﹤0.01%
25
+14
453
$1K ﹤0.01%
24
454
$1K ﹤0.01%
35
+9
455
$1K ﹤0.01%
20
456
$1K ﹤0.01%
21
457
$1K ﹤0.01%
29
458
$1K ﹤0.01%
9
459
$1K ﹤0.01%
12
460
$1K ﹤0.01%
+50
461
$1K ﹤0.01%
21
462
$1K ﹤0.01%
7
463
$1K ﹤0.01%
24
464
$1K ﹤0.01%
14
465
$1K ﹤0.01%
103
466
$1K ﹤0.01%
36
467
$1K ﹤0.01%
20
468
$1K ﹤0.01%
16
469
$1K ﹤0.01%
100
470
$1K ﹤0.01%
12
471
$1K ﹤0.01%
27
472
$1K ﹤0.01%
27
473
$1K ﹤0.01%
76
-480
474
$1K ﹤0.01%
15
475
$1K ﹤0.01%
42
17 18
19
20 21