MWM
MinichMacGregor Wealth Management Portfolio holdings
AUM
$468M
1-Year Return
20.62%
This Quarter Return
+5.32%
1 Year Return
+20.62%
3 Year Return
+83.06%
5 Year Return
+134.37%
10 Year Return
–
AUM
$152M
AUM Growth
+$11.1M
(+7.9%)
Cap. Flow
+$5.44M
Cap. Flow
% of AUM
3.59%
Top 10 Holdings %
Top 10 Hldgs %
51.01%
Holding
625
New
42
Increased
104
Reduced
135
Closed
40
Top Buys
Top Sells
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$3.76M |
| 2 |
First Trust Nasdaq Bank ETF
FTXO
|
$1.63M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$261K |
| 4 |
Bank of New York Mellon
BK
|
$254K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$222K |
Sector Composition
| 1 | Industrials | 3.16% |
| 2 | Technology | 1.74% |
| 3 | Healthcare | 1.36% |
| 4 | Financials | 1.31% |
| 5 | Communication Services | 0.94% |
