WA

Whipplewood Advisors Portfolio holdings

AUM $152M
1-Year Est. Return 16.32%
This Quarter Est. Return
1 Year Est. Return
+16.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,184
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$4.87M
3 +$4.49M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.88M
5
MSFT icon
Microsoft
MSFT
+$3.71M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.66%
2 Consumer Discretionary 6.78%
3 Financials 4.94%
4 Healthcare 3.47%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$37.1K 0.02%
+411
352
$36.9K 0.02%
+60
353
$36.8K 0.02%
+430
354
$36.8K 0.02%
+893
355
$36.8K 0.02%
+328
356
$36.7K 0.02%
+158
357
$36.5K 0.02%
+150
358
$36.1K 0.02%
+2,211
359
$35.9K 0.02%
+99
360
$35.9K 0.02%
+163
361
$35.8K 0.02%
+162
362
$35.6K 0.02%
+712
363
$35.3K 0.02%
+354
364
$35.1K 0.02%
+600
365
$34.9K 0.02%
+198
366
$34.7K 0.02%
+376
367
$34.4K 0.02%
+273
368
$34.1K 0.02%
+239
369
$33.9K 0.02%
+199
370
$33.8K 0.02%
+59
371
$33.7K 0.02%
+319
372
$33.5K 0.02%
+124
373
$33.4K 0.02%
+870
374
$33.4K 0.02%
+173
375
$33.4K 0.02%
+649