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
51
$2.38M 0.71%
28,785
-8,410
52
$2.26M 0.67%
6,365
-861
53
$2.13M 0.64%
24,667
+13,801
54
$1.98M 0.59%
19,675
+14,425
55
$1.91M 0.57%
23,083
-5,685
56
$1.75M 0.52%
5,090
57
$1.68M 0.5%
+39,000
58
$1.61M 0.48%
13,982
+805
59
$1.55M 0.46%
26,426
+6,473
60
$1.49M 0.44%
69,962
+55,100
61
$1.48M 0.44%
21,673
+395
62
$1.44M 0.43%
6,411
-8,113
63
$1.41M 0.42%
5,169
+155
64
$1.39M 0.41%
6,039
-8,206
65
$1.38M 0.41%
27,720
-36,353
66
$1.3M 0.39%
2,537
+5
67
$1.24M 0.37%
27,780
-42,206
68
$1.24M 0.37%
30,016
-1,064
69
$1.23M 0.37%
9,692
+3,354
70
$1.21M 0.36%
1,680
+120
71
$1.18M 0.35%
5,665
+1,290
72
$1.16M 0.35%
36,275
+21,980
73
$1.16M 0.35%
3,054
+1,914
74
$1.16M 0.34%
5,591
75
$1.09M 0.32%
6,842
-3,594
1 2
3
4 5