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

Top Buys

1
+$246K
2
+$209K
3
+$187K
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$182K
5
IAT icon
iShares US Regional Banks ETF
IAT
+$180K

Top Sells

1
+$162K
2
+$61K
3
+$52.3K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$39.4K
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
551
– –
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552
$0 ﹤0.01%
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553
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4
554
– –
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555
$0 ﹤0.01%
3
556
$0 ﹤0.01%
4
557
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7
558
$0 ﹤0.01%
11
559
– –
0
560
$0 ﹤0.01%
50
561
$0 ﹤0.01%
+12
562
– –
-595
563
$0 ﹤0.01%
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