MWM
MinichMacGregor Wealth Management Portfolio holdings
AUM
$468M
This Quarter Return
+8.07%
1 Year Return
+20.62%
3 Year Return
+83.06%
5 Year Return
+134.37%
10 Year Return
–
AUM
$329M
AUM Growth
+$329M
(+11%)
Cap. Flow
+$11.6M
Cap. Flow
% of AUM
3.52%
Top 10 Holdings %
Top 10 Hldgs %
42.28%
Holding
95
New
14
Increased
40
Reduced
29
Closed
8
Top Buys
| 1 |
iShares Semiconductor ETF
SOXX
|
$11.2M |
| 2 |
iShares US Basic Materials ETF
IYM
|
$4.47M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$4.39M |
| 4 |
iShares US Financial Services ETF
IYG
|
$3.34M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$3.17M |
Top Sells
Sector Composition
| 1 | Technology | 5.47% |
| 2 | Healthcare | 2.04% |
| 3 | Consumer Discretionary | 1.28% |
| 4 | Industrials | 1.18% |
| 5 | Real Estate | 0.63% |
