MWM
MinichMacGregor Wealth Management Portfolio holdings
AUM
$468M
This Quarter Return
+8.02%
1 Year Return
+20.62%
3 Year Return
+83.06%
5 Year Return
+134.37%
10 Year Return
–
AUM
$212M
AUM Growth
+$212M
(+17%)
Cap. Flow
+$23.4M
Cap. Flow
% of AUM
11.02%
Top 10 Holdings %
Top 10 Hldgs %
54.51%
Holding
73
New
13
Increased
34
Reduced
11
Closed
11
Top Buys
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$7.74M |
| 2 |
iShares US Transportation ETF
IYT
|
$7.39M |
| 3 |
iShares US Medical Devices ETF
IHI
|
$6.46M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$5.03M |
| 5 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$4.78M |
Top Sells
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$15.9M |
| 2 |
iShares Biotechnology ETF
IBB
|
$4.37M |
| 3 |
iShares US Oil Equipment & Services ETF
IEZ
|
$3.48M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$3.14M |
| 5 |
iShares Gold Trust
IAU
|
$1.72M |
Sector Composition
| 1 | Technology | 2.62% |
| 2 | Industrials | 1.6% |
| 3 | Healthcare | 1.14% |
| 4 | Consumer Staples | 0.84% |
| 5 | Consumer Discretionary | 0.38% |
