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
$133M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$10.4M
3
+$9.12M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$7.18M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$7.15M

Top Sells

1
+$13.1M
2
+$8.58M
3
+$6.38M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.6M
5
JPM icon
JPMorgan Chase
JPM
+$3.39M

Sector Composition

1 Industrials 2.37%
2 Technology 0.69%
3 Communication Services 0.59%
4 Healthcare 0.26%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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