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
476
$16.4K 0.01%
+26
477
$16.3K 0.01%
+73
478
$16.3K 0.01%
+211
479
$16.2K 0.01%
+69
480
$16K 0.01%
+173
481
$15.6K 0.01%
+90
482
$15.5K 0.01%
+136
483
$15.3K 0.01%
+142
484
$15.3K 0.01%
+110
485
$15.3K 0.01%
+71
486
$15K 0.01%
+463
487
$14.8K 0.01%
+60
488
$14.7K 0.01%
+41
489
$14.7K 0.01%
+70
490
$14.7K 0.01%
+300
491
$14.6K 0.01%
+119
492
$14.5K 0.01%
+276
493
$14.4K 0.01%
+1,000
494
$14.1K 0.01%
+265
495
$14.1K 0.01%
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496
$14K 0.01%
+999
497
$14K 0.01%
+128
498
$13.9K 0.01%
+82
499
$13.9K 0.01%
+78
500
$13.9K 0.01%
+58