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
$467M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.98M
3
+$9.74M
4
CTAS icon
Cintas
CTAS
+$8.5M
5
EME icon
Emcor
EME
+$8.35M

Top Sells

1
+$15.5M
2
+$9.2M
3
+$7.93M
4
CRWD icon
CrowdStrike
CRWD
+$7.82M
5
CDNS icon
Cadence Design Systems
CDNS
+$7.63M

Sector Composition

1 Technology 11.43%
2 Industrials 8.88%
3 Consumer Discretionary 6.2%
4 Healthcare 2.56%
5 Financials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$376K 0.08%
8,664
+207
77
$375K 0.08%
+2,454
78
$373K 0.08%
3,247
-225
79
$365K 0.08%
5,180
-208
80
$360K 0.08%
5,675
-348
81
$344K 0.07%
+2,981
82
$340K 0.07%
1,676
+63
83
$334K 0.07%
+1,961
84
$334K 0.07%
1,691
-14
85
$333K 0.07%
375
+6
86
$328K 0.07%
2,888
+5
87
$323K 0.07%
550
88
$323K 0.07%
3,438
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89
$322K 0.07%
1,137
+1
90
$320K 0.07%
2,923
-7
91
$319K 0.07%
630
92
$317K 0.07%
6,672
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93
$313K 0.07%
1,140
94
$278K 0.06%
+1,024
95
$277K 0.06%
2,164
96
$270K 0.06%
804
-46,110
97
$265K 0.06%
576
-9
98
$260K 0.06%
421
99
$255K 0.05%
60,000
100
$246K 0.05%
641
+5
1 2 3
4
5