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
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$8.37M
3
+$6.41M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$6.06M
5
SCHX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$24K 0.02%
+635
152
$24K 0.02%
+503
153
$24K 0.02%
+232
154
$23K 0.02%
+1,893
155
$23K 0.02%
+2,949
156
$22K 0.02%
+872
157
$22K 0.02%
+624
158
$22K 0.02%
+367
159
$22K 0.02%
+480
160
$22K 0.02%
+209
161
$21K 0.02%
+1,914
162
$21K 0.02%
+473
163
$21K 0.02%
+92
164
$20K 0.02%
+1,249
165
$20K 0.02%
+234
166
$20K 0.02%
+470
167
$19K 0.02%
+354
168
$19K 0.02%
+427
169
$19K 0.02%
+7,055
170
$18K 0.02%
+99
171
$18K 0.02%
+678
172
$18K 0.02%
+535
173
$18K 0.02%
+101
174
$18K 0.02%
+121
175
$18K 0.02%
+603
5 6
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