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

Top Buys

1
+$246K
2
+$213K
3
+$194K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$189K
5
IAT icon
iShares US Regional Banks ETF
IAT
+$188K

Top Sells

1
+$156K
2
+$61K
3
+$56.3K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$40.2K
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
26
$390K 0.32%
13,194
+378
27
$385K 0.32%
2,781
-63
28
$379K 0.31%
1,844
29
$319K 0.26%
2,457
30
$294K 0.24%
3,951
31
$279K 0.23%
3,357
-26
32
$269K 0.22%
3,035
-75
33
$253K 0.21%
1,551
+1
34
$247K 0.2%
6,408
-204
35
$237K 0.2%
6,461
36
$213K 0.18%
4,746
+226
37
$208K 0.17%
5,416
-153
38
$184K 0.15%
1,566
-47
39
$177K 0.15%
1,895
40
$177K 0.15%
2,167
+59
41
$175K 0.15%
1,573
-1
42
$173K 0.14%
6,648
43
$167K 0.14%
1,506
+75
44
$165K 0.14%
1,658
-328
45
$164K 0.14%
646
46
$162K 0.13%
1,701
-200
47
$155K 0.13%
2,130
+31
48
$147K 0.12%
2,634
-356
49
$144K 0.12%
823
+35
50
$139K 0.12%
2,285
+5
1
2
3 4 5