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
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$8.37M
3
+$6.41M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$6.06M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.72M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 7.57%
2 Financials 1.88%
3 Healthcare 1.75%
4 Technology 1.73%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$36K 0.03%
+648
127
$36K 0.03%
+538
128
$35K 0.03%
+1,455
129
$35K 0.03%
+520
130
$34K 0.03%
+1,280
131
$34K 0.03%
+376
132
$34K 0.03%
+786
133
$33K 0.03%
+529
134
$33K 0.03%
+284
135
$32K 0.03%
+652
136
$31K 0.03%
+350
137
$31K 0.03%
+500
138
$30K 0.03%
+642
139
$30K 0.03%
+302
140
$29K 0.03%
+340
141
$28K 0.03%
+600
142
$27K 0.03%
+1,300
143
$27K 0.03%
+600
144
$27K 0.03%
+424
145
$26K 0.02%
+185
146
$25K 0.02%
+295
147
$25K 0.02%
+292
148
$25K 0.02%
+269
149
$25K 0.02%
+1,000
150
$25K 0.02%
+1,460
4 5
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