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
176
$20K 0.02%
267
+148
177
$20K 0.02%
432
+32
178
$20K 0.02%
+290
179
$19K 0.02%
1,423
+174
180
$19K 0.02%
+282
181
$19K 0.02%
473
+3
182
$19K 0.02%
+250
183
$19K 0.02%
+413
184
$18K 0.02%
635
185
$18K 0.02%
361
+7
186
$18K 0.02%
200
-176
187
$18K 0.02%
+700
188
$17K 0.02%
+357
189
$17K 0.02%
450
+23
190
$17K 0.02%
8,355
+1,300
191
$16K 0.02%
88
192
$16K 0.02%
418
-85
193
$16K 0.02%
348
194
$16K 0.02%
435
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195
$16K 0.02%
18,480
-9,040
196
$16K 0.02%
+438
197
$16K 0.02%
116
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198
$16K 0.02%
539
+4
199
$16K 0.02%
92
-9
200
$15K 0.01%
231
-48
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