MWM

MinichMacGregor Wealth Management Portfolio holdings

AUM $567M
1-Year Est. Return 32.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$468M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$16.9M
3
+$13.3M
4
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$11M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.5M

Top Sells

1
+$16.4M
2
+$12.7M
3
+$11.5M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$10.5M
5
IYF icon
iShares US Financials ETF
IYF
+$8.09M

Sector Composition

1 Technology 7.78%
2 Industrials 6.86%
3 Consumer Discretionary 3.7%
4 Financials 2.92%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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