NW

Nauset Wealth Management. LLC

13F
Nauset Wealth Management. LLC
Last update 2022-04-28 237 Stocks (181 new)
Value $126.00 Mil Turnover 23 %
Countries:
Nauset Wealth Management. LLC Top Holdings of 2022-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AMZN
Amazon.com Inc
67,260
10,963.0
+1.05%
8.720
+0.09%
0.000
+24.26%
+5.65%
2,460,817.4
Retail - Cyclical
XLI
Industrial Select Sector SPDR
89,842
9,252.0
-2.55%
7.360
-0.24%
0.060
+19.67%
+17.54%
22,908.0
 
IYW
iShares U.S. Technology ETF
80,521
8,297.0
-1.53%
6.600
-0.14%
0.100
+28.28%
+12.79%
22,583.0
 
IVV
iShares Core S&P 500 ETF
15,538
7,049.0
+35.74%
5.600
+1.47%
0.000
+16.60%
+9.12%
643,276.9
 
BCD
abrdn Bloomberg All Comm Longer Dt Strategy K-1 Fr
abrdn Bloomberg All Comm Longer Dt Strategy K-1 Fr
176,526
6,726.0
+20.83%
5.350
+0.92%
2.450
+3.15%
+8.38%
286.9
 
AAPL
Apple Inc
36,050
6,295.0
-0.62%
5.010
-0.04%
0.000
+3.19%
-14.05%
3,207,169.9
Hardware
BX
Blackstone Inc
48,627
6,173.0
-0.91%
4.910
-0.05%
0.010
+34.44%
+5.81%
137,369.6
Asset Management
IAU
iShares Gold Trust
154,786
5,701.0
-2.51%
4.530
-0.13%
0.020
+0.82%
+28.37%
48,440.2
 
KBWB
Invesco KBW Bank ETF
71,187
4,537.0
+1.89%
3.610
+0.07%
0.170
+24.97%
+15.99%
4,867.5
 
VTV
Vanguard Value ETF
30,023
4,437.0
New Holding
3.530
+3.53%
0.000
+9.75%
+7.64%
135,236.1
 

Nauset Wealth Management. LLC's Historical Top Holdings Breakdowns

Nauset Wealth Management. LLC Total Holding History ($B)

To

Nauset Wealth Management. LLC's Asset Allocation

To

Nauset Wealth Management. LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Nauset Wealth Management. LLC's Hypothetical Growth since 2022-03-31

Nauset Wealth Management. LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Nauset Wealth Management. LLC's Holdings Heat Map

Size field:

Nauset Wealth Management. LLC's Holdings Bubble Chart

Nauset Wealth Management. LLC News

  • 1

Discussions on Nauset Wealth Management. LLC

No discussions yet.