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
$467M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.98M
3
+$9.74M
4
CTAS icon
Cintas
CTAS
+$8.5M
5
EME icon
Emcor
EME
+$8.35M

Top Sells

1
+$15.5M
2
+$9.2M
3
+$7.93M
4
CRWD icon
CrowdStrike
CRWD
+$7.82M
5
CDNS icon
Cadence Design Systems
CDNS
+$7.63M

Sector Composition

1 Technology 11.43%
2 Industrials 8.88%
3 Consumer Discretionary 6.2%
4 Healthcare 2.56%
5 Financials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.29%
2,780
+2
52
$1.04M 0.22%
3,965
-60
53
$1.03M 0.22%
8,984
54
$989K 0.21%
4,688
55
$884K 0.19%
3,299
+4
56
$727K 0.16%
9,592
-341
57
$718K 0.15%
7,693
-372
58
$713K 0.15%
3,368
-115
59
$691K 0.15%
5,892
-10
60
$669K 0.14%
10,564
-350
61
$647K 0.14%
730
+46
62
$609K 0.13%
1,042
-7
63
$557K 0.12%
2,186
+245
64
$534K 0.11%
2,978
+89
65
$533K 0.11%
10,671
-670
66
$510K 0.11%
6,262
+8
67
$479K 0.1%
1,226
+28
68
$466K 0.1%
5,559
69
$457K 0.1%
3,102
-115
70
$456K 0.1%
2,781
-1
71
$422K 0.09%
134,027
+266
72
$411K 0.09%
718
-57
73
$403K 0.09%
2,428
-656
74
$401K 0.09%
1,420
-551
75
$387K 0.08%
4,864
-427
1 2
3
4 5