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
+$630K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$1.1M
3
+$608K
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$293K
5
IDU icon
iShares US Utilities ETF
IDU
+$270K

Top Sells

1
+$2.99M
2
+$1.85M
3
+$1.3M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$195K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$186K

Sector Composition

1 Industrials 8.65%
2 Financials 1.93%
3 Consumer Staples 1.79%
4 Healthcare 1.73%
5 Technology 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$86K 0.08%
2,160
77
$86K 0.08%
1,023
78
$83K 0.08%
3,112
-2
79
$82K 0.08%
850
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80
$81K 0.08%
2,141
+5
81
$81K 0.08%
703
82
$79K 0.07%
775
83
$79K 0.07%
970
+2
84
$77K 0.07%
1,860
+680
85
$71K 0.07%
4,938
86
$69K 0.06%
1,322
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87
$68K 0.06%
775
88
$68K 0.06%
600
89
$67K 0.06%
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90
$66K 0.06%
827
91
$66K 0.06%
166
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92
$65K 0.06%
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93
$63K 0.06%
819
94
$63K 0.06%
1,685
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95
$62K 0.06%
354
96
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1,444
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97
$62K 0.06%
779
98
$61K 0.06%
1,131
+2
99
$61K 0.06%
700
100
$61K 0.06%
643
2 3
4
5 6