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
$106M
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$976K
2
+$741K
3
+$75.6K
4
UA icon
Under Armour Class C
UA
+$36K
5
GE icon
GE Aerospace
GE
+$34.1K

Top Sells

1
+$885K
2
+$214K
3
+$55.7K
4
UAA icon
Under Armour
UAA
+$48.7K
5
AAPL icon
Apple
AAPL
+$42.2K

Sector Composition

1 Industrials 9.04%
2 Financials 1.89%
3 Healthcare 1.73%
4 Consumer Staples 1.71%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$15K 0.01%
242
-25
202
$15K 0.01%
118
+3
203
$15K 0.01%
885
+275
204
$15K 0.01%
+826
205
$15K 0.01%
92
206
$15K 0.01%
336
207
$15K 0.01%
344
-1
208
$15K 0.01%
413
209
$14K 0.01%
413
210
$14K 0.01%
88
211
$14K 0.01%
168
212
$14K 0.01%
1,062
213
$14K 0.01%
86
+1
214
$14K 0.01%
+119
215
$14K 0.01%
235
216
$14K 0.01%
+628
217
$14K 0.01%
456
218
$13K 0.01%
158
219
$13K 0.01%
173
+123
220
$13K 0.01%
99
221
$13K 0.01%
1,578
-39
222
$13K 0.01%
159
223
$13K 0.01%
245
-169
224
$13K 0.01%
+905
225
$13K 0.01%
195
7 8
9
10 11