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
$277M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$4.28M
3
+$2.18M
4
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$1.68M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$420K

Top Sells

1
+$5.7M
2
+$4.74M
3
+$4.49M
4
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$3.97M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.08M

Sector Composition

1 Technology 4.92%
2 Industrials 3.02%
3 Healthcare 2.36%
4 Consumer Discretionary 1.5%
5 Energy 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5.43K ﹤0.01%
+62
477
$5.39K ﹤0.01%
+30
478
$5.33K ﹤0.01%
+238
479
$5.29K ﹤0.01%
+60
480
$5.26K ﹤0.01%
+50
481
$5.21K ﹤0.01%
+58
482
$5.21K ﹤0.01%
+68
483
$5.2K ﹤0.01%
+18
484
$5.15K ﹤0.01%
+99
485
$4.95K ﹤0.01%
+162
486
$4.88K ﹤0.01%
+72
487
$4.83K ﹤0.01%
+271
488
$4.77K ﹤0.01%
+300
489
$4.75K ﹤0.01%
+67
490
$4.71K ﹤0.01%
+76
491
$4.46K ﹤0.01%
+93
492
$4.44K ﹤0.01%
+101
493
$4.44K ﹤0.01%
+109
494
$4.42K ﹤0.01%
+42
495
$4.41K ﹤0.01%
+106
496
$4.35K ﹤0.01%
+133
497
$4.22K ﹤0.01%
+75
498
$4.21K ﹤0.01%
+148
499
$4.12K ﹤0.01%
+94
500
$4.11K ﹤0.01%
+64
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