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
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$8.37M
3
+$6.41M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$6.06M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.72M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 7.57%
2 Financials 1.88%
3 Healthcare 1.75%
4 Technology 1.73%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$14K 0.01%
+112
202
$14K 0.01%
+111
203
$13K 0.01%
+180
204
$13K 0.01%
+416
205
$13K 0.01%
+195
206
$13K 0.01%
+177
207
$13K 0.01%
+119
208
$13K 0.01%
+200
209
$12K 0.01%
+182
210
$12K 0.01%
+204
211
$12K 0.01%
+200
212
$12K 0.01%
+253
213
$12K 0.01%
+528
214
$12K 0.01%
+156
215
$12K 0.01%
+109
216
$12K 0.01%
+206
217
$11K 0.01%
+40
218
$11K 0.01%
+51
219
$11K 0.01%
+102
220
$11K 0.01%
+168
221
$11K 0.01%
+260
222
$11K 0.01%
+268
223
$11K 0.01%
+218
224
$11K 0.01%
+109
225
$11K 0.01%
+244
7 8
9
10 11