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
$121M
AUM Growth
+$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$246K
2
+$213K
3
+$194K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$189K
5
IAT icon
iShares US Regional Banks ETF
IAT
+$188K

Top Sells

1
+$156K
2
+$61K
3
+$56.3K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$40.2K
5
SSO icon
ProShares Ultra S&P500
SSO
+$34K

Sector Composition

1 Industrials 7.06%
2 Financials 1.64%
3 Healthcare 1.63%
4 Technology 1.55%
5 Consumer Staples 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$28K 0.02%
1,178
152
$28K 0.02%
512
153
$28K 0.02%
718
+7
154
$28K 0.02%
704
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155
$28K 0.02%
225
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156
$28K 0.02%
400
157
$27K 0.02%
1,524
+12
158
$27K 0.02%
397
-22
159
$27K 0.02%
1,394
+39
160
$27K 0.02%
1,285
161
$27K 0.02%
149
162
$26K 0.02%
685
163
$26K 0.02%
400
164
$26K 0.02%
327
165
$26K 0.02%
895
166
$26K 0.02%
409
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167
$25K 0.02%
624
168
$25K 0.02%
845
169
$25K 0.02%
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$25K 0.02%
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172
$25K 0.02%
110
173
$24K 0.02%
1,900
+200
174
$24K 0.02%
635
175
$24K 0.02%
1,613
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7
8 9