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
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$8.37M
3
+$6.41M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$6.06M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.72M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 7.57%
2 Financials 1.88%
3 Healthcare 1.75%
4 Technology 1.73%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$77K 0.07%
+5,384
77
$76K 0.07%
+1,023
78
$74K 0.07%
+1,023
79
$73K 0.07%
+1,392
80
$73K 0.07%
+2,315
81
$72K 0.07%
+1,757
82
$69K 0.06%
+1,619
83
$68K 0.06%
+811
84
$67K 0.06%
+848
85
$67K 0.06%
+255
86
$66K 0.06%
+827
87
$65K 0.06%
+761
88
$65K 0.06%
+4,938
89
$62K 0.06%
+3,000
90
$62K 0.06%
+446
91
$61K 0.06%
+1,791
92
$61K 0.06%
+700
93
$60K 0.06%
+911
94
$60K 0.06%
+643
95
$59K 0.06%
+290
96
$58K 0.05%
+580
97
$57K 0.05%
+522
98
$56K 0.05%
+585
99
$54K 0.05%
+350
100
$54K 0.05%
+1,109
2 3
4
5 6