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
$104M
AUM Growth
-$3.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$2.8M
3
+$2.72M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$2.67M
5
IAU icon
iShares Gold Trust
IAU
+$2.42M

Top Sells

1
+$3.43M
2
+$3.16M
3
+$3.03M
4
IBB icon
iShares Biotechnology ETF
IBB
+$2.95M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$2.93M

Sector Composition

1 Industrials 9.23%
2 Financials 1.93%
3 Healthcare 1.82%
4 Consumer Staples 1.76%
5 Technology 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$15K 0.01%
+115
202
$15K 0.01%
241
-10
203
$15K 0.01%
210
+19
204
$15K 0.01%
1,062
+598
205
$15K 0.01%
115
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206
$15K 0.01%
+427
207
$14K 0.01%
586
+58
208
$14K 0.01%
636
-120
209
$14K 0.01%
503
-100
210
$14K 0.01%
336
+36
211
$14K 0.01%
345
+133
212
$13K 0.01%
1,617
-297
213
$13K 0.01%
1,613
-280
214
$13K 0.01%
235
-189
215
$13K 0.01%
1,740
+850
216
$12K 0.01%
380
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217
$12K 0.01%
158
218
$12K 0.01%
75
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219
$12K 0.01%
99
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220
$12K 0.01%
168
221
$12K 0.01%
159
222
$12K 0.01%
450
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223
$12K 0.01%
85
224
$12K 0.01%
200
225
$12K 0.01%
195
7 8
9
10 11