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
$115M
AUM Growth
+$4.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1 +$563K
2 +$399K
3 +$307K
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$200K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$193K

Top Sells

1 +$418K
2 +$112K
3 +$95K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$54.5K
5
GS icon
Goldman Sachs
GS
+$43.4K

Sector Composition

1 Industrials 7.95%
2 Financials 1.67%
3 Healthcare 1.62%
4 Consumer Staples 1.46%
5 Technology 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$19K 0.02%
931
202
$18K 0.02%
1,968
203
$18K 0.02%
54
204
$18K 0.02%
137
205
$18K 0.02%
348
206
$18K 0.02%
210
207
$18K 0.02%
750
208
$18K 0.02%
200
209
$17K 0.01%
1,000
210
$17K 0.01%
319
-4
211
$16K 0.01%
158
212
$16K 0.01%
418
213
$16K 0.01%
1,613
214
$16K 0.01%
251
215
$16K 0.01%
261
216
$16K 0.01%
86
217
$16K 0.01%
118
218
$16K 0.01%
87
219
$15K 0.01%
413
220
$15K 0.01%
194
+20
221
$15K 0.01%
67
-6
222
$15K 0.01%
168
223
$15K 0.01%
181
224
$15K 0.01%
157
+55
225
$15K 0.01%
326