WA

Whipplewood Advisors Portfolio holdings

AUM $156M
1-Year Est. Return 14.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$4.32M
3
+$2.92M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2.9M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.88M

Top Sells

1
+$34.5M
2
+$32.9M
3
+$15.1M
4
MAA icon
Mid-America Apartment Communities
MAA
+$11.6M
5
NTNX icon
Nutanix
NTNX
+$10.6M

Sector Composition

1 Technology 9.41%
2 Financials 7.31%
3 Consumer Discretionary 5.83%
4 Communication Services 3.18%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$18.6K 0.01%
56
+18
477
$18.4K 0.01%
228
+178
478
$18.4K 0.01%
1,217
+1,209
479
$18.3K 0.01%
1,071
+534
480
$18.2K 0.01%
142
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481
$18.1K 0.01%
68
-6
482
$18.1K 0.01%
116
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483
$18.1K 0.01%
174
+139
484
$18.1K 0.01%
614
+558
485
$17.8K 0.01%
167
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486
$17.8K 0.01%
108
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487
$17.6K 0.01%
66
-16
488
$17.1K 0.01%
103
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489
$17K 0.01%
191
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490
$17K 0.01%
1,000
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491
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212
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$16.9K 0.01%
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495
$16.7K 0.01%
41
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$16.6K 0.01%
98
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$16.6K 0.01%
96
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498
$16.4K 0.01%
101
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499
$16.2K 0.01%
154
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500
$16.2K 0.01%
49
-11
18 19
20
21 22