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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
476
$1K ﹤0.01%
50
477
$1K ﹤0.01%
18
478
$1K ﹤0.01%
125
479
$1K ﹤0.01%
28
480
$1K ﹤0.01%
25
481
$1K ﹤0.01%
44
482
$1K ﹤0.01%
300
483
$1K ﹤0.01%
200
484
$1K ﹤0.01%
12
485
$0 ﹤0.01%
14
486
$0 ﹤0.01%
6
487
$0 ﹤0.01%
17
488
– –
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489
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0
490
$0 ﹤0.01%
9
491
– –
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492
$0 ﹤0.01%
25
493
$0 ﹤0.01%
10
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– –
0
495
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-8
496
$0 ﹤0.01%
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497
$0 ﹤0.01%
25
498
– –
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499
– –
-1,005
500
$0 ﹤0.01%
20
+15
18 19
20
21 22