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 10.89%
4 Financials 9.01%
5 Consumer Staples 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$293K 0.09%
+4,950
127
$292K 0.09%
+546
128
$271K 0.08%
+2,958
129
$271K 0.08%
3,258
130
$265K 0.08%
1,745
-1,370
131
$265K 0.08%
2,396
-1,502
132
$258K 0.08%
+10,100
133
$258K 0.08%
5,370
134
$254K 0.08%
3,374
-21
135
$249K 0.07%
1,370
-100
136
$249K 0.07%
5,410
+5
137
$244K 0.07%
1,912
138
$240K 0.07%
+1,235
139
$238K 0.07%
2,716
140
$236K 0.07%
+1,361
141
$236K 0.07%
2,575
142
$232K 0.07%
6,235
-254
143
$231K 0.07%
+1,622
144
$228K 0.07%
+2,366
145
$225K 0.07%
+7,460
146
$225K 0.07%
1,325
-750
147
$217K 0.06%
3,350
-1,000
148
$211K 0.06%
+1,330
149
$206K 0.06%
+572
150
$203K 0.06%
+4,000
3 4 5
6
7