MWM

Minot Wealth Management Portfolio holdings

AUM $389M
1-Year Est. Return 3.39%
This Quarter Est. Return
1 Year Est. Return
-3.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$335M
AUM Growth
+$69.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$3.08M
3
+$2.95M
4
VRM icon
Vroom Inc
VRM
+$2.41M
5
NVO icon
Novo Nordisk
NVO
+$1.79M

Top Sells

1
+$2.3M
2
+$2.23M
3
+$1.89M
4
AMGN icon
Amgen
AMGN
+$1.89M
5
AMT icon
American Tower
AMT
+$1.82M

Sector Composition

1 Technology 25.87%
2 Healthcare 15.74%
3 Consumer Discretionary 11.61%
4 Financials 8.29%
5 Consumer Staples 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.54M 1.35%
12,949
+2,883
27
$4.53M 1.35%
28,778
-879
28
$4.48M 1.34%
21,048
+2,916
29
$4.36M 1.3%
24,693
+3,490
30
$4.26M 1.27%
11,303
+1,890
31
$4.24M 1.27%
36,211
+8,945
32
$4.04M 1.21%
18,175
+3,244
33
$3.6M 1.07%
24,250
+3,068
34
$3.58M 1.07%
52,690
-715
35
$3.53M 1.05%
6,414
+1,097
36
$3.52M 1.05%
45,042
+3,644
37
$3.51M 1.05%
21,879
+3,587
38
$3.51M 1.05%
16,346
+3,050
39
$3.36M 1%
24,158
+2,525
40
$3.31M 0.99%
42,860
+5,556
41
$3.29M 0.98%
62,891
+23,870
42
$3.13M 0.93%
33,539
+19,110
43
$3.08M 0.92%
+16,807
44
$2.99M 0.89%
21,650
+5,170
45
$2.95M 0.88%
+13,926
46
$2.63M 0.79%
42,414
-5,515
47
$2.63M 0.79%
71,479
+4,101
48
$2.6M 0.78%
74,510
+51,130
49
$2.42M 0.72%
9,639
+1,475
50
$2.41M 0.72%
+735
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