WA

Whipplewood Advisors Portfolio holdings

AUM $182M
This Quarter Est. Return
1 Year Est. Return
–
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
801
$2.92K ﹤0.01%
+37
802
$2.92K ﹤0.01%
+55
803
$2.92K ﹤0.01%
+56
804
$2.89K ﹤0.01%
+70
805
$2.87K ﹤0.01%
+106
806
$2.87K ﹤0.01%
+17
807
$2.86K ﹤0.01%
+252
808
$2.85K ﹤0.01%
+27
809
$2.84K ﹤0.01%
+19
810
$2.84K ﹤0.01%
+44
811
$2.81K ﹤0.01%
+21
812
$2.8K ﹤0.01%
+16
813
$2.79K ﹤0.01%
+33
814
$2.77K ﹤0.01%
+12
815
$2.76K ﹤0.01%
+32
816
$2.74K ﹤0.01%
+12
817
$2.74K ﹤0.01%
+38
818
$2.73K ﹤0.01%
+16
819
$2.72K ﹤0.01%
+44
820
$2.67K ﹤0.01%
+97
821
$2.66K ﹤0.01%
+24
822
$2.65K ﹤0.01%
+43
823
$2.65K ﹤0.01%
+29
824
$2.65K ﹤0.01%
+46
825
$2.62K ﹤0.01%
+24
31 32
33
34 35