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
$121M
AUM Growth
+$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$246K
2
+$213K
3
+$194K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$189K
5
IAT icon
iShares US Regional Banks ETF
IAT
+$188K

Top Sells

1
+$156K
2
+$61K
3
+$56.3K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$40.2K
5
SSO icon
ProShares Ultra S&P500
SSO
+$34K

Sector Composition

1 Industrials 7.06%
2 Financials 1.64%
3 Healthcare 1.63%
4 Technology 1.55%
5 Consumer Staples 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$19K 0.02%
54
202
$18K 0.01%
137
203
$18K 0.01%
+329
204
$18K 0.01%
395
+357
205
$18K 0.01%
+89
206
$18K 0.01%
+907
207
$18K 0.01%
421
-122
208
$18K 0.01%
1,460
209
$17K 0.01%
284
-35
210
$17K 0.01%
1,000
211
$17K 0.01%
418
212
$17K 0.01%
+479
213
$17K 0.01%
157
214
$17K 0.01%
87
+1
215
$17K 0.01%
173
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216
$17K 0.01%
750
217
$17K 0.01%
200
218
$17K 0.01%
+200
219
$16K 0.01%
69
-25
220
$16K 0.01%
181
221
$16K 0.01%
210
222
$16K 0.01%
143
223
$16K 0.01%
119
+1
224
$16K 0.01%
87
225
$16K 0.01%
+248
7 8
9
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