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
176
$17K 0.02%
+88
177
$17K 0.02%
+1,102
178
$17K 0.02%
+87
179
$17K 0.02%
+348
180
$16K 0.01%
+300
181
$16K 0.01%
+756
182
$16K 0.01%
+325
183
$15K 0.01%
+136
184
$15K 0.01%
+739
185
$15K 0.01%
+150
186
$15K 0.01%
+27,520
187
$15K 0.01%
+564
188
$15K 0.01%
+300
189
$15K 0.01%
+124
190
$15K 0.01%
+478
191
$15K 0.01%
+195
192
$14K 0.01%
+250
193
$14K 0.01%
+251
194
$14K 0.01%
+279
195
$14K 0.01%
+119
196
$14K 0.01%
+159
197
$14K 0.01%
+191
198
$14K 0.01%
+180
199
$14K 0.01%
+400
200
$14K 0.01%
+363
6 7
8
9 10