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
$104M
AUM Growth
-$3.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$2.8M
3
+$2.72M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$2.67M
5
IAU icon
iShares Gold Trust
IAU
+$2.42M

Top Sells

1
+$3.43M
2
+$3.16M
3
+$3.03M
4
IBB icon
iShares Biotechnology ETF
IBB
+$2.95M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$2.93M

Sector Composition

1 Industrials 9.23%
2 Financials 1.93%
3 Healthcare 1.82%
4 Consumer Staples 1.76%
5 Technology 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$26K 0.03%
1,460
152
$25K 0.02%
185
153
$25K 0.02%
246
-23
154
$25K 0.02%
+890
155
$25K 0.02%
414
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156
$25K 0.02%
473
157
$25K 0.02%
+238
158
$24K 0.02%
338
-143
159
$24K 0.02%
+250
160
$23K 0.02%
180
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161
$23K 0.02%
277
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162
$23K 0.02%
+447
163
$22K 0.02%
624
164
$22K 0.02%
570
+92
165
$22K 0.02%
331
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166
$21K 0.02%
1,178
+76
167
$21K 0.02%
287
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168
$21K 0.02%
872
169
$21K 0.02%
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170
$21K 0.02%
460
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171
$21K 0.02%
+270
172
$21K 0.02%
400
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173
$20K 0.02%
+550
174
$20K 0.02%
+604
175
$20K 0.02%
178
+54
5 6
7
8 9