MWM
MinichMacGregor Wealth Management Portfolio holdings
AUM
$468M
1-Year Return
20.62%
This Quarter Return
+4.7%
1 Year Return
+20.62%
3 Year Return
+83.06%
5 Year Return
+134.37%
10 Year Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
62.08%
Holding
413
New
409
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$20.8M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$8.37M |
| 3 |
GE Aerospace
GE
|
$6.41M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$6.06M |
| 5 |
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% |
