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
$140M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.75M
3
+$1.99M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.77M
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$674K

Top Sells

1
+$6.17M
2
+$305K
3
+$205K
4
DDM icon
ProShares Ultra Dow30
DDM
+$140K
5
VTV icon
Vanguard Value ETF
VTV
+$110K

Sector Composition

1 Industrials 3.42%
2 Technology 1.68%
3 Financials 1.5%
4 Healthcare 1.28%
5 Consumer Staples 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$105K 0.07%
3,377
77
$104K 0.07%
2,090
-271
78
$99K 0.07%
1,727
79
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+1,408
80
$95K 0.07%
1,120
+140
81
$94K 0.07%
380
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82
$94K 0.07%
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-669
83
$93K 0.07%
401
84
$93K 0.07%
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85
$93K 0.07%
700
86
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987
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87
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668
88
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793
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$82K 0.06%
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90
$77K 0.05%
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91
$77K 0.05%
255
92
$76K 0.05%
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93
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94
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+1,959
95
$69K 0.05%
1,260
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96
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97
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369
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98
$66K 0.05%
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99
$66K 0.05%
546
100
$65K 0.05%
5,000
2 3
4
5 6