MWM
Minot Wealth Management Portfolio holdings
AUM
$389M
This Quarter Return
-12.81%
1 Year Return
-3.39%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(-36%)
Cap. Flow
-$46.3M
Cap. Flow
% of AUM
-33.14%
Top 10 Holdings %
Top 10 Hldgs %
32.32%
Holding
139
New
5
Increased
41
Reduced
52
Closed
35
Top Buys
| 1 |
Broadcom
AVGO
|
$1.6M |
| 2 |
Gilead Sciences
GILD
|
$1.51M |
| 3 |
Apple
AAPL
|
$1.39M |
| 4 |
AbbVie
ABBV
|
$1.36M |
| 5 |
Amgen
AMGN
|
$1.32M |
Top Sells
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 14.69% |
| 3 | Financials | 10.06% |
| 4 | Consumer Discretionary | 9.56% |
| 5 | Communication Services | 7.5% |
