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
176
$20K 0.02%
550
177
$20K 0.02%
250
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$20K 0.02%
290
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$19K 0.02%
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$19K 0.02%
363
+2
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229
+19
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$19K 0.02%
475
+2
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$19K 0.02%
129
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$18K 0.02%
1,425
+2
185
$18K 0.02%
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186
$18K 0.02%
177
-61
187
$17K 0.02%
418
188
$17K 0.02%
241
189
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540
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190
$16K 0.02%
635
191
$16K 0.02%
348
192
$16K 0.02%
432
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193
$16K 0.02%
452
+2
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$16K 0.02%
503
195
$16K 0.02%
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+1
196
$16K 0.02%
215
-116
197
$15K 0.01%
576
-60
198
$15K 0.01%
+938
199
$15K 0.01%
8,355
200
$15K 0.01%
438
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