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
$140M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.75M
3
+$1.99M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.77M
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$674K

Top Sells

1
+$6.17M
2
+$305K
3
+$205K
4
DDM icon
ProShares Ultra Dow30
DDM
+$140K
5
VTV icon
Vanguard Value ETF
VTV
+$110K

Sector Composition

1 Industrials 3.42%
2 Technology 1.68%
3 Financials 1.5%
4 Healthcare 1.28%
5 Consumer Staples 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
21
-44
477
$1K ﹤0.01%
24
478
$1K ﹤0.01%
15
479
$1K ﹤0.01%
38
480
$1K ﹤0.01%
16
481
$1K ﹤0.01%
9
482
$1K ﹤0.01%
12
483
$1K ﹤0.01%
500
484
$1K ﹤0.01%
21
485
$1K ﹤0.01%
14
486
$1K ﹤0.01%
50
487
$1K ﹤0.01%
14
-167
488
$1K ﹤0.01%
21
-15
489
$1K ﹤0.01%
20
490
$1K ﹤0.01%
100
491
$1K ﹤0.01%
12
492
$1K ﹤0.01%
10
493
$1K ﹤0.01%
+50
494
$1K ﹤0.01%
27
495
$1K ﹤0.01%
37
+1
496
$1K ﹤0.01%
27
497
$1K ﹤0.01%
180
498
$1K ﹤0.01%
+100
499
$1K ﹤0.01%
76
500
$1K ﹤0.01%
15
18 19
20
21 22