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
$219M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$9.28M
3 +$8.87M
4
MSFT icon
Microsoft
MSFT
+$7.61M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$7.19M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.88%
2 Financials 10.68%
3 Consumer Discretionary 8.4%
4 Healthcare 8.32%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$230K 0.1%
+9,000
127
$214K 0.1%
+1,650
128
$213K 0.1%
+1,814
129
$212K 0.1%
+2,016
130
$208K 0.09%
+554
131
$205K 0.09%
+2,148
132
$204K 0.09%
+5,271
133
$196K 0.09%
+14
134
$29K 0.01%
+500