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
451
$19K 0.01%
+1,311
452
$18.9K 0.01%
+321
453
$18.7K 0.01%
+81
454
$18.4K 0.01%
+794
455
$18.3K 0.01%
+155
456
$18.2K 0.01%
+520
457
$18.1K 0.01%
+286
458
$17.9K 0.01%
+110
459
$17.8K 0.01%
+45
460
$17.8K 0.01%
+261
461
$17.7K 0.01%
+766
462
$17.7K 0.01%
+1,816
463
$17.5K 0.01%
+372
464
$17.5K 0.01%
+160
465
$17.5K 0.01%
+33
466
$17.4K 0.01%
+69
467
$17.2K 0.01%
+158
468
$17.1K 0.01%
+330
469
$17K 0.01%
+225
470
$17K 0.01%
+18
471
$16.8K 0.01%
+184
472
$16.8K 0.01%
+40
473
$16.5K 0.01%
+312
474
$16.4K 0.01%
+84
475
$16.4K 0.01%
+598