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
$106M
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$976K
2
+$741K
3
+$75.6K
4
UA icon
Under Armour Class C
UA
+$36K
5
GE icon
GE Aerospace
GE
+$34.1K

Top Sells

1
+$885K
2
+$214K
3
+$55.7K
4
UAA icon
Under Armour
UAA
+$48.7K
5
AAPL icon
Apple
AAPL
+$42.2K

Sector Composition

1 Industrials 9.04%
2 Financials 1.89%
3 Healthcare 1.73%
4 Consumer Staples 1.71%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$83K 0.08%
1,023
77
$82K 0.08%
703
78
$81K 0.08%
775
-8
79
$81K 0.08%
1,544
80
$75K 0.07%
2,160
-460
81
$75K 0.07%
1,620
82
$74K 0.07%
3,114
-308
83
$71K 0.07%
775
84
$71K 0.07%
600
85
$69K 0.07%
4,938
-693
86
$69K 0.07%
968
+3
87
$68K 0.06%
700
88
$67K 0.06%
827
89
$67K 0.06%
1,129
90
$66K 0.06%
779
+4
91
$60K 0.06%
819
+19
92
$60K 0.06%
2,333
93
$59K 0.06%
458
+12
94
$59K 0.06%
643
95
$58K 0.05%
354
+10
96
$58K 0.05%
706
-101
97
$58K 0.05%
167
98
$58K 0.05%
412
-4
99
$58K 0.05%
1,253
+4
100
$57K 0.05%
2,468
2 3
4
5 6