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
$106M
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$976K
2
+$741K
3
+$75.6K
4
UA icon
Under Armour Class C
UA
+$36K
5
GE icon
GE Aerospace
GE
+$34.1K

Top Sells

1
+$885K
2
+$214K
3
+$55.7K
4
UAA icon
Under Armour
UAA
+$48.7K
5
AAPL icon
Apple
AAPL
+$42.2K

Sector Composition

1 Industrials 9.04%
2 Financials 1.89%
3 Healthcare 1.73%
4 Consumer Staples 1.71%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$41K 0.04%
3,338
+1,005
127
$39K 0.04%
906
-145
128
$39K 0.04%
217
129
$39K 0.04%
874
+2
130
$39K 0.04%
1,396
131
$39K 0.04%
560
132
$37K 0.03%
1,284
-172
133
$37K 0.03%
4,821
+118
134
$37K 0.03%
661
-165
135
$36K 0.03%
+1,007
136
$33K 0.03%
279
+11
137
$32K 0.03%
652
138
$31K 0.03%
256
+6
139
$31K 0.03%
296
140
$31K 0.03%
429
-7
141
$30K 0.03%
1,494
-249
142
$30K 0.03%
755
143
$30K 0.03%
221
+1
144
$30K 0.03%
473
145
$30K 0.03%
654
146
$29K 0.03%
367
147
$29K 0.03%
201
-4
148
$29K 0.03%
1,178
-6
149
$29K 0.03%
280
150
$28K 0.03%
600
4 5
6
7 8