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
401
$26.6K 0.02%
+112
402
$26.1K 0.01%
+427
403
$25.9K 0.01%
+125
404
$25.8K 0.01%
+98
405
$25.8K 0.01%
+249
406
$25K 0.01%
+1,267
407
$25K 0.01%
+432
408
$24.8K 0.01%
+39
409
$24.7K 0.01%
+927
410
$24.6K 0.01%
+375
411
$24.6K 0.01%
+75
412
$24.4K 0.01%
+835
413
$24.4K 0.01%
+270
414
$24.3K 0.01%
+58
415
$24.3K 0.01%
+101
416
$24.3K 0.01%
+67
417
$23.8K 0.01%
+283
418
$23.8K 0.01%
+495
419
$23.8K 0.01%
+1,797
420
$23.8K 0.01%
+40
421
$23.7K 0.01%
+529
422
$23.7K 0.01%
+1,251
423
$23.7K 0.01%
+476
424
$23.6K 0.01%
+126
425
$23.6K 0.01%
+739