MWM
Minot Wealth Management Portfolio holdings
AUM
$389M
This Quarter Return
+21.5%
1 Year Return
-3.39%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$200M
AUM Growth
+$200M
(+43%)
Cap. Flow
+$37.3M
Cap. Flow
% of AUM
18.64%
Top 10 Holdings %
Top 10 Hldgs %
29.03%
Holding
122
New
15
Increased
60
Reduced
26
Closed
9
Top Buys
| 1 |
NVIDIA
NVDA
|
$2.53M |
| 2 |
PayPal
PYPL
|
$2.48M |
| 3 |
Salesforce
CRM
|
$2.42M |
| 4 |
Bristol-Myers Squibb
BMY
|
$2.04M |
| 5 |
Eli Lilly
LLY
|
$2.01M |
Top Sells
| 1 |
Walt Disney
DIS
|
$1.3M |
| 2 |
Comcast
CMCSA
|
$1.26M |
| 3 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$1.01M |
| 4 |
Republic Services
RSG
|
$951K |
| 5 |
American Electric Power
AEP
|
$945K |
Sector Composition
| 1 | Technology | 26.03% |
| 2 | Healthcare | 20.45% |
| 3 | Consumer Discretionary | 10.19% |
| 4 | Financials | 8.74% |
| 5 | Communication Services | 5.78% |
