NWM
Nauset Wealth Management Portfolio holdings
AUM
$126M
1 Year Est. Return
–
AUM
$105M
AUM Growth
–
Holding
56
Top Buys
| 1 | +$11.1M | |
| 2 | +$9.76M | |
| 3 | +$9.39M | |
| 4 |
Apple
AAPL
|
+$6.44M |
| 5 |
Blackstone
BX
|
+$6.35M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 11.12% |
| 2 | Technology | 10.62% |
| 3 | Financials | 7.73% |
| 4 | Communication Services | 5.92% |
| 5 | Real Estate | 3.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.99B
| $251K | 0.24% |
+2,840
|
|
||
52
Datadog
DDOG
$48.4B
| $244K | 0.23% |
+1,371
|
|
||
53
Illumina
ILMN
$20.7B
| $235K | 0.22% |
+635
|
|
||
54
JPMorgan Chase
JPM
$896B
| $230K | 0.22% |
+1,452
|
|
||
55
Costco
COST
$387B
| $207K | 0.2% |
+364
|
|
||
56
Nike
NKE
$88.7B
| $202K | 0.19% |
+1,214
|
|