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
$519M
AUM Growth
+$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$2.09M
3
+$1.67M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M
5
JPM icon
JPMorgan Chase
JPM
+$706K

Top Sells

1
+$1.79M
2
+$1.37M
3
+$1.18M
4
MMM icon
3M
MMM
+$1.16M
5
MMIN icon
IQ MacKay Municipal Insured ETF
MMIN
+$1.08M

Sector Composition

1 Technology 26.58%
2 Healthcare 12.62%
3 Consumer Discretionary 11.09%
4 Financials 8.73%
5 Consumer Staples 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$239K 0.05%
2,000
177
$237K 0.05%
+2,918
178
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179
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182
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183
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184
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185
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186
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187
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188
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189
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190
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193
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195
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196
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197
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198
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20,000
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199
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200
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