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
$106M
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$976K
2
+$741K
3
+$75.6K
4
UA icon
Under Armour Class C
UA
+$36K
5
GE icon
GE Aerospace
GE
+$34.1K

Top Sells

1
+$885K
2
+$214K
3
+$55.7K
4
UAA icon
Under Armour
UAA
+$48.7K
5
AAPL icon
Apple
AAPL
+$42.2K

Sector Composition

1 Industrials 9.04%
2 Financials 1.89%
3 Healthcare 1.73%
4 Consumer Staples 1.71%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$27K 0.03%
+2,266
152
$27K 0.03%
455
153
$27K 0.03%
180
154
$27K 0.03%
268
155
$27K 0.03%
343
156
$27K 0.03%
511
157
$26K 0.02%
885
-5
158
$26K 0.02%
1,460
159
$25K 0.02%
490
+30
160
$25K 0.02%
243
-3
161
$24K 0.02%
+135
162
$24K 0.02%
320
-149
163
$23K 0.02%
185
164
$23K 0.02%
+400
165
$23K 0.02%
270
166
$23K 0.02%
600
+30
167
$23K 0.02%
400
168
$22K 0.02%
624
169
$22K 0.02%
1,178
170
$22K 0.02%
287
171
$22K 0.02%
872
172
$22K 0.02%
845
173
$22K 0.02%
200
174
$21K 0.02%
191
+13
175
$21K 0.02%
432
5 6
7
8 9