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MWM

MinichMacGregor Wealth Management Portfolio holdings

AUM $567M
1-Year Est. Return 32.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$285M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$5.4M
3
+$2.72M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$2.26M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$1.57M

Top Sells

1
+$9.07M
2
+$4.52M
3
+$2.85M
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$1.98M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.81M

Sector Composition

1 Technology 3.78%
2 Industrials 1.78%
3 Healthcare 1.5%
4 Consumer Discretionary 0.98%
5 Consumer Staples 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$101K 0.04%
1,551
-47
77
$94K 0.03%
352
-521
78
– –
-15,665
79
– –
-59,360
80
– –
-3,472
81
– –
-158,819
82
– –
-14,235
83
– –
-18,220
84
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-2,743
85
– –
-7,785
86
– –
-585
87
– –
-5,105
88
– –
-11,781
89
– –
-20,199
90
– –
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91
– –
-336,984
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4