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
$121M
AUM Growth
+$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$246K
2
+$213K
3
+$194K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$189K
5
IAT icon
iShares US Regional Banks ETF
IAT
+$188K

Top Sells

1
+$156K
2
+$61K
3
+$56.3K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$40.2K
5
SSO icon
ProShares Ultra S&P500
SSO
+$34K

Sector Composition

1 Industrials 7.06%
2 Financials 1.64%
3 Healthcare 1.63%
4 Technology 1.55%
5 Consumer Staples 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$75K 0.06%
2,110
77
$75K 0.06%
1,023
78
$75K 0.06%
384
-2
79
$74K 0.06%
683
-3
80
$73K 0.06%
4,862
81
$73K 0.06%
1,468
-115
82
$72K 0.06%
2,496
83
$72K 0.06%
5,350
+350
84
$68K 0.06%
1,131
85
$66K 0.05%
358
86
$66K 0.05%
545
87
$65K 0.05%
1,151
+91
88
$63K 0.05%
1,590
89
$62K 0.05%
969
-8
90
$62K 0.05%
+1,070
91
$62K 0.05%
1,646
-12
92
$61K 0.05%
573
93
$61K 0.05%
137
+71
94
$58K 0.05%
375
-27
95
$57K 0.05%
911
96
$56K 0.05%
518
97
$55K 0.05%
625
98
$55K 0.05%
1,226
+5
99
$54K 0.04%
748
+79
100
$53K 0.04%
638
2 3
4
5 6