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
$121M
AUM Growth
+$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$246K
2
+$213K
3
+$194K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$189K
5
IAT icon
iShares US Regional Banks ETF
IAT
+$188K

Top Sells

1
+$156K
2
+$61K
3
+$56.3K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$40.2K
5
SSO icon
ProShares Ultra S&P500
SSO
+$34K

Sector Composition

1 Industrials 7.06%
2 Financials 1.64%
3 Healthcare 1.63%
4 Technology 1.55%
5 Consumer Staples 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$53K 0.04%
1,585
-293
102
$53K 0.04%
+5,000
103
$52K 0.04%
217
104
$52K 0.04%
3,138
105
$51K 0.04%
1,281
106
$51K 0.04%
1,121
-500
107
$49K 0.04%
884
+175
108
$46K 0.04%
960
-20
109
$46K 0.04%
1,284
110
$46K 0.04%
272
+34
111
$44K 0.04%
1,074
+217
112
$44K 0.04%
427
-3
113
$43K 0.04%
534
114
$43K 0.04%
9,640
+2,680
115
$43K 0.04%
560
116
$42K 0.03%
872
+176
117
$41K 0.03%
3,560
+280
118
$41K 0.03%
655
+136
119
$41K 0.03%
959
+62
120
$40K 0.03%
331
121
$40K 0.03%
757
122
$39K 0.03%
1,327
+26
123
$39K 0.03%
697
124
$39K 0.03%
255
125
$38K 0.03%
786
3 4
5
6 7