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
151
$151K 0.05%
+784
152
$149K 0.04%
12,000
153
$105K 0.03%
+49,203
154
$32K 0.01%
510
155
$30K 0.01%
1,000
156
– –
-120,000
157
– –
-25,545
158
– –
-35,210
159
– –
-8,200
160
– –
-15,553
161
– –
0
162
– –
-3,050
163
– –
-19,589
164
– –
-11,394
3 4 5 6
7