MWM
MinichMacGregor Wealth Management Portfolio holdings
AUM
$468M
1-Year Return
20.62%
This Quarter Return
+1.21%
1 Year Return
+20.62%
3 Year Return
+83.06%
5 Year Return
+134.37%
10 Year Return
–
AUM
$107M
AUM Growth
+$630K
(+0.59%)
Cap. Flow
-$489K
Cap. Flow
% of AUM
-0.46%
Top 10 Holdings %
Top 10 Hldgs %
63.93%
Holding
510
New
40
Increased
101
Reduced
81
Closed
25
Top Buys
| 1 |
iShares Silver Trust
SLV
|
$3.23M |
| 2 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$1.1M |
| 3 |
iShares Gold Trust
IAU
|
$608K |
| 4 |
iShares US Consumer Discretionary ETF
IYC
|
$293K |
| 5 |
iShares US Utilities ETF
IDU
|
$270K |
Top Sells
Sector Composition
| 1 | Industrials | 8.65% |
| 2 | Financials | 1.93% |
| 3 | Consumer Staples | 1.79% |
| 4 | Healthcare | 1.73% |
| 5 | Technology | 1.69% |
