MWM
MinichMacGregor Wealth Management Portfolio holdings
AUM
$513M
1-Year Est. Return
21.78%
1 Year Est. Return
+21.78%
AUM
$513M
AUM Growth
+$45M
(+9.6%)
Holding
154
Top Buys
| 1 | +$10.8M | |
| 2 | +$10.5M | |
| 3 | +$5.88M | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$5.07M |
| 5 |
Eaton
ETN
|
+$5.06M |
Top Sells
| 1 | +$16.9M | |
| 2 | +$7.42M | |
| 3 | +$7.18M | |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
+$6.89M |
| 5 |
Marsh & McLennan
MMC
|
+$5.1M |
Sector Composition
| 1 | Technology | 10.6% |
| 2 | Industrials | 8.05% |
| 3 | Consumer Discretionary | 4.99% |
| 4 | Communication Services | 2.75% |
| 5 | Financials | 1.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares Semiconductor ETF
SOXX
$16.7B
| – | – |
-516
|
|
||
152
iShares MSCI USA Min Vol Factor ETF
USMV
$22.9B
| – | – |
-3,015
|
|
||
153
Verizon
VZ
$172B
| – | – |
-5,501
|
|
||
154
Waste Management
WM
$88.3B
| – | – |
-977
|
|