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
$140M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.75M
3
+$1.99M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.77M
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$674K

Top Sells

1
+$6.17M
2
+$305K
3
+$205K
4
DDM icon
ProShares Ultra Dow30
DDM
+$140K
5
VTV icon
Vanguard Value ETF
VTV
+$110K

Sector Composition

1 Industrials 3.42%
2 Technology 1.68%
3 Financials 1.5%
4 Healthcare 1.28%
5 Consumer Staples 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$27K 0.02%
143
177
$26K 0.02%
366
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$26K 0.02%
638
+6
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$26K 0.02%
676
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$26K 0.02%
326
181
$25K 0.02%
845
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$25K 0.02%
555
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$25K 0.02%
437
184
$25K 0.02%
139
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$25K 0.02%
+168
186
$24K 0.02%
229
-804
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$24K 0.02%
550
188
$24K 0.02%
1,613
189
$24K 0.02%
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400
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$24K 0.02%
286
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$23K 0.02%
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$23K 0.02%
226
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$23K 0.02%
547
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$23K 0.02%
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68
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$23K 0.02%
25
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$22K 0.02%
872
200
$22K 0.02%
348
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8
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