MWM

MinichMacGregor Wealth Management Portfolio holdings

AUM $513M
1-Year Est. Return 21.78%
This Quarter Est. Return
1 Year Est. Return
+21.78%
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
+$976K
2
+$741K
3
+$75.6K
4
UA icon
Under Armour Class C
UA
+$36K
5
GE icon
GE Aerospace
GE
+$34.1K

Top Sells

1
+$885K
2
+$214K
3
+$55.7K
4
UAA icon
Under Armour
UAA
+$48.7K
5
AAPL icon
Apple
AAPL
+$42.2K

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
26
$418K 0.39%
2,886
-31
27
$396K 0.37%
4,230
-140
28
$381K 0.36%
9,832
29
$379K 0.36%
11,622
-1,051
30
$347K 0.33%
14,548
-1,768
31
$324K 0.31%
18,000
32
$264K 0.25%
2,178
+13
33
$257K 0.24%
1,848
+2
34
$217K 0.2%
7,290
+15
35
$210K 0.2%
4,374
+6
36
$203K 0.19%
4,497
-897
37
$196K 0.19%
1,749
38
$194K 0.18%
3,806
-1,092
39
$186K 0.18%
1,459
-55
40
$184K 0.17%
6,461
-147
41
$180K 0.17%
5,009
+12
42
$167K 0.16%
1,582
+2
43
$166K 0.16%
1,953
44
$153K 0.14%
2,798
-679
45
$152K 0.14%
1,799
-115
46
$150K 0.14%
2,062
+19
47
$148K 0.14%
2,022
-404
48
$146K 0.14%
2,128
49
$143K 0.14%
800
50
$124K 0.12%
3,600
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2
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