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
176
$24K 0.02%
85
177
$24K 0.02%
135
-4
178
$24K 0.02%
662
179
$24K 0.02%
955
+24
180
$23K 0.02%
2,016
+48
181
$23K 0.02%
550
182
$23K 0.02%
+2,015
183
$23K 0.02%
1,176
184
$23K 0.02%
556
+230
185
$23K 0.02%
429
186
$23K 0.02%
290
187
$23K 0.02%
600
188
$22K 0.02%
600
+16
189
$22K 0.02%
437
190
$22K 0.02%
250
191
$22K 0.02%
405
-29
192
$21K 0.02%
200
193
$21K 0.02%
782
194
$20K 0.02%
261
195
$20K 0.02%
108
-2
196
$20K 0.02%
319
+99
197
$19K 0.02%
872
198
$19K 0.02%
348
199
$19K 0.02%
379
-13
200
$19K 0.02%
300
6 7
8
9 10