MWM
MinichMacGregor Wealth Management Portfolio holdings
AUM
$468M
This Quarter Return
+11.44%
1 Year Return
+20.62%
3 Year Return
+83.06%
5 Year Return
+134.37%
10 Year Return
–
AUM
$468M
AUM Growth
+$468M
(+4.7%)
Cap. Flow
-$18.9M
Cap. Flow
% of AUM
-4.04%
Top 10 Holdings %
Top 10 Hldgs %
35.36%
Holding
147
New
22
Increased
27
Reduced
63
Closed
22
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$17.9M |
| 2 |
iShares 1-3 Year International Treasury Bond ETF
IGOV
|
$17.5M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$14M |
| 4 |
iShares International Treasury Bond ETF
ISHG
|
$11.4M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$11.2M |
Top Sells
Sector Composition
| 1 | Technology | 7.78% |
| 2 | Industrials | 6.86% |
| 3 | Consumer Discretionary | 3.7% |
| 4 | Financials | 2.92% |
| 5 | Healthcare | 2.13% |
