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
76
$1.07M 0.32%
7,824
77
$1.07M 0.32%
35,000
78
$1.06M 0.32%
7,225
+4,503
79
$1.01M 0.3%
1,900
80
$990K 0.3%
11,300
-60
81
$961K 0.29%
+3,147
82
$949K 0.28%
8,100
83
$901K 0.27%
1,666
+624
84
$896K 0.27%
20,000
-10,212
85
$893K 0.27%
3,116
86
$861K 0.26%
3,875
+2,575
87
$854K 0.25%
+15,954
88
$827K 0.25%
1,970
-75
89
$803K 0.24%
+132,283
90
$781K 0.23%
3,612
+275
91
$767K 0.23%
2,149
+421
92
$759K 0.23%
8,036
-729
93
$754K 0.23%
2,758
-2,119
94
$717K 0.21%
2,974
95
$672K 0.2%
3,428
+228
96
$579K 0.17%
1,710
+875
97
$564K 0.17%
9,645
+276
98
$540K 0.16%
2,255
+1,305
99
$499K 0.15%
4,385
100
$496K 0.15%
+1,818
2 3
4
5 6