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
501
$13.8K 0.01%
+150
502
$13.8K 0.01%
+484
503
$13.7K 0.01%
+203
504
$13.7K 0.01%
+2,632
505
$13.6K 0.01%
+39
506
$13.5K 0.01%
+78
507
$13.5K 0.01%
+59
508
$13.5K 0.01%
+2,505
509
$13.4K 0.01%
+128
510
$13.4K 0.01%
+47
511
$13.3K 0.01%
+625
512
$13.2K 0.01%
+89
513
$13.1K 0.01%
+54
514
$13.1K 0.01%
+182
515
$13K 0.01%
+307
516
$13K 0.01%
+69
517
$12.9K 0.01%
+90
518
$12.8K 0.01%
+89
519
$12.8K 0.01%
+149
520
$12.7K 0.01%
+77
521
$12.7K 0.01%
+43
522
$12.7K 0.01%
+100
523
$12.7K 0.01%
+110
524
$12.6K 0.01%
+33
525
$12.6K 0.01%
+73