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
126
$37K 0.03%
340
127
$36K 0.03%
696
128
$36K 0.03%
+500
129
$36K 0.03%
1,435
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130
$36K 0.03%
2,030
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131
$35K 0.03%
455
132
$35K 0.03%
2,000
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133
$35K 0.03%
298
134
$35K 0.03%
280
135
$34K 0.03%
185
136
$34K 0.03%
265
137
$34K 0.03%
700
138
$33K 0.03%
4,978
+82
139
$32K 0.03%
835
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140
$31K 0.03%
649
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141
$31K 0.03%
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142
$31K 0.03%
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143
$31K 0.03%
255
144
$31K 0.03%
214
-3
145
$30K 0.02%
216
146
$30K 0.02%
473
147
$29K 0.02%
647
148
$29K 0.02%
247
149
$29K 0.02%
276
150
$29K 0.02%
+25
4 5
6
7 8