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
476
$0 ﹤0.01%
9
477
$0 ﹤0.01%
8
-5
478
$0 ﹤0.01%
4
-42
479
– –
-570
480
– –
-41
481
$0 ﹤0.01%
39
482
– –
-81
483
$0 ﹤0.01%
49
484
– –
-87
485
$0 ﹤0.01%
47
486
$0 ﹤0.01%
12
487
$0 ﹤0.01%
5
488
$0 ﹤0.01%
14
-8
489
– –
0
490
$0 ﹤0.01%
13
491
$0 ﹤0.01%
4
492
$0 ﹤0.01%
7
493
– –
-22
16 17 18 19
20