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
651
$6.09K ﹤0.01%
+260
652
$6.07K ﹤0.01%
+165
653
$6.06K ﹤0.01%
+18
654
$6.01K ﹤0.01%
+73
655
$6K ﹤0.01%
+21
656
$5.98K ﹤0.01%
+280
657
$5.96K ﹤0.01%
+219
658
$5.94K ﹤0.01%
+37
659
$5.94K ﹤0.01%
+86
660
$5.87K ﹤0.01%
+376
661
$5.85K ﹤0.01%
+106
662
$5.83K ﹤0.01%
+23
663
$5.83K ﹤0.01%
+3
664
$5.81K ﹤0.01%
+85
665
$5.8K ﹤0.01%
+52
666
$5.8K ﹤0.01%
+31
667
$5.76K ﹤0.01%
+27
668
$5.73K ﹤0.01%
+157
669
$5.71K ﹤0.01%
+90
670
$5.7K ﹤0.01%
+74
671
$5.68K ﹤0.01%
+62
672
$5.64K ﹤0.01%
+216
673
$5.63K ﹤0.01%
+53
674
$5.62K ﹤0.01%
+100
675
$5.59K ﹤0.01%
+31