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
$265M
AUM Growth
+$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1 +$6.12M
2 +$3.27M
3 +$2.39M
4
MMIN icon
IQ MacKay Municipal Insured ETF
MMIN
+$1.9M
5
PFE icon
Pfizer
PFE
+$1.6M

Top Sells

1 +$2.45M
2 +$1.55M
3 +$1M
4
NVS icon
Novartis
NVS
+$872K
5
MSFT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$219K 0.08%
+3,039
127
$219K 0.08%
2,716
128
$213K 0.08%
1,287
+150
129
$212K 0.08%
+5,100
130
$208K 0.08%
+2,575
131
$206K 0.08%
+835
132
$204K 0.08%
+950
133
$200K 0.08%
+5,405
134
$133K 0.05%
12,000
135
$94K 0.04%
14
136
$75K 0.03%
+11,394
137
$46K 0.02%
1,000
138
$40K 0.02%
+510
139
-2,576
140
0