MWM
Minot Wealth Management Portfolio holdings
AUM
$389M
This Quarter Return
+10.24%
1 Year Return
-3.39%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$265M
AUM Growth
+$265M
(+33%)
Cap. Flow
+$53.7M
Cap. Flow
% of AUM
20.22%
Top 10 Holdings %
Top 10 Hldgs %
28.36%
Holding
143
New
29
Increased
70
Reduced
21
Closed
1
Top Buys
| 1 |
Apple
AAPL
|
$12.2M |
| 2 |
SPDR Gold Trust
GLD
|
$3.27M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$2.39M |
| 4 |
IQ MacKay Municipal Insured ETF
MMIN
|
$1.9M |
| 5 |
Pfizer
PFE
|
$1.6M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$2.45M |
| 2 |
Arista Networks
ANET
|
$1.55M |
| 3 |
Coca-Cola
KO
|
$1M |
| 4 |
Novartis
NVS
|
$872K |
| 5 |
Microsoft
MSFT
|
$370K |
Sector Composition
| 1 | Technology | 25.67% |
| 2 | Healthcare | 19.76% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Financials | 8.1% |
| 5 | Consumer Staples | 5.28% |
