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

Top Buys

1
+$246K
2
+$213K
3
+$194K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$189K
5
IAT icon
iShares US Regional Banks ETF
IAT
+$188K

Top Sells

1
+$156K
2
+$61K
3
+$56.3K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$40.2K
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
51
$136K 0.11%
1,097
-454
52
$129K 0.11%
2,432
53
$125K 0.1%
1,967
+92
54
$124K 0.1%
493
-160
55
$121K 0.1%
4,172
-227
56
$121K 0.1%
2,194
57
$119K 0.1%
1,639
+163
58
$118K 0.1%
1,197
-53
59
$117K 0.1%
863
60
$113K 0.09%
621
-3
61
$113K 0.09%
1,802
62
$106K 0.09%
621
-92
63
$104K 0.09%
978
+2
64
$101K 0.08%
3,888
+6
65
$94K 0.08%
6,072
66
$90K 0.07%
1,880
-60
67
$89K 0.07%
808
-49
68
$87K 0.07%
700
69
$86K 0.07%
1,077
+710
70
$81K 0.07%
2,839
-273
71
$80K 0.07%
992
+41
72
$79K 0.07%
703
73
$77K 0.06%
2,307
+216
74
$76K 0.06%
401
+5
75
$76K 0.06%
766
-53
1 2
3
4 5