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
551
$10.3K 0.01%
+122
552
$10.2K 0.01%
+41
553
$10K 0.01%
+1,053
554
$9.97K 0.01%
+108
555
$9.87K 0.01%
+140
556
$9.84K 0.01%
+415
557
$9.83K 0.01%
+163
558
$9.76K 0.01%
+14
559
$9.69K 0.01%
+85
560
$9.67K 0.01%
+256
561
$9.57K 0.01%
+102
562
$9.45K 0.01%
+49
563
$9.4K 0.01%
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564
$9.4K 0.01%
+124
565
$9.34K 0.01%
+50
566
$9.3K 0.01%
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567
$9.21K 0.01%
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$9.14K 0.01%
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569
$9.1K 0.01%
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570
$9.07K 0.01%
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571
$9.02K 0.01%
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572
$8.88K 0.01%
+375
573
$8.85K 0.01%
+24
574
$8.84K 0.01%
+45
575
$8.83K 0.01%
+26