MWM
MinichMacGregor Wealth Management Portfolio holdings
AUM
$468M
1-Year Return
20.62%
This Quarter Return
+11.75%
1 Year Return
+20.62%
3 Year Return
+83.06%
5 Year Return
+134.37%
10 Year Return
–
AUM
$392M
AUM Growth
+$45.6M
(+13%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
2.8%
Top 10 Holdings %
Top 10 Hldgs %
37.46%
Holding
119
New
16
Increased
36
Reduced
41
Closed
15
Top Buys
| 1 |
iShares US Industrials ETF
IYJ
|
$8.11M |
| 2 |
Bruker
BRKR
|
$7.89M |
| 3 |
Lam Research
LRCX
|
$7.59M |
| 4 |
Vanguard Industrials ETF
VIS
|
$7.24M |
| 5 |
Clean Harbors
CLH
|
$6.83M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$25.7M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$16.4M |
| 3 |
iShares Gold Trust
IAU
|
$7.76M |
| 4 |
iShares US Oil Equipment & Services ETF
IEZ
|
$6.92M |
| 5 |
EQT Corp
EQT
|
$4.63M |
Sector Composition
| 1 | Technology | 14.61% |
| 2 | Industrials | 6.65% |
| 3 | Consumer Discretionary | 4.12% |
| 4 | Healthcare | 2.76% |
| 5 | Financials | 2.12% |
