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
$128M
AUM Growth
+$7.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

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
551
$0 ﹤0.01%
11
552
$0 ﹤0.01%
50
553
$0 ﹤0.01%
12
554
-24
555
$0 ﹤0.01%
+1
556
$0 ﹤0.01%
48
557
$0 ﹤0.01%
55
558
-75