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
426
$23.5K 0.01%
+49
427
$23.5K 0.01%
+104
428
$23K 0.01%
+123
429
$22.7K 0.01%
+267
430
$22.5K 0.01%
+102
431
$22.4K 0.01%
+318
432
$22.3K 0.01%
+305
433
$22.2K 0.01%
+1,093
434
$21.7K 0.01%
+716
435
$21.5K 0.01%
+160
436
$21.3K 0.01%
+143
437
$21.1K 0.01%
+763
438
$21K 0.01%
+249
439
$20.8K 0.01%
+170
440
$20.8K 0.01%
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441
$20.8K 0.01%
+582
442
$20.5K 0.01%
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443
$20.2K 0.01%
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$20.1K 0.01%
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$20.1K 0.01%
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446
$19.9K 0.01%
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447
$19.7K 0.01%
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448
$19.4K 0.01%
+4,252
449
$19.3K 0.01%
+833
450
$19.1K 0.01%
+93