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
101
$485K 0.14%
4,273
+400
102
$483K 0.14%
4,011
+669
103
$482K 0.14%
1,192
+81
104
$479K 0.14%
22,045
-6,020
105
$470K 0.14%
2,670
106
$438K 0.13%
34,939
107
$427K 0.13%
56
+42
108
$420K 0.13%
2,550
109
$410K 0.12%
13,590
110
$405K 0.12%
+13,351
111
$398K 0.12%
1,125
112
$389K 0.12%
1,035
+55
113
$382K 0.11%
+2,111
114
$370K 0.11%
4,378
+1,339
115
$354K 0.11%
3,867
+475
116
$340K 0.1%
+5,165
117
$337K 0.1%
3,662
118
$334K 0.1%
2,877
-2,893
119
$319K 0.1%
1,491
+204
120
$318K 0.09%
4,660
-19,859
121
$307K 0.09%
2,923
+275
122
$307K 0.09%
3,163
123
$303K 0.09%
6,300
+1,200
124
$298K 0.09%
5,433
-450
125
$294K 0.09%
3,401
+196
3 4
5
6 7