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
826
$2.59K ﹤0.01%
+370
827
$2.59K ﹤0.01%
+33
828
$2.57K ﹤0.01%
+87
829
$2.52K ﹤0.01%
+11
830
$2.5K ﹤0.01%
+60
831
$2.49K ﹤0.01%
+81
832
$2.46K ﹤0.01%
+15
833
$2.46K ﹤0.01%
+15
834
$2.46K ﹤0.01%
+36
835
$2.45K ﹤0.01%
+27
836
$2.42K ﹤0.01%
+79
837
$2.42K ﹤0.01%
+36
838
$2.41K ﹤0.01%
+42
839
$2.39K ﹤0.01%
+16
840
$2.39K ﹤0.01%
+18
841
$2.39K ﹤0.01%
+32
842
$2.38K ﹤0.01%
+25
843
$2.38K ﹤0.01%
+23
844
$2.36K ﹤0.01%
+15
845
$2.35K ﹤0.01%
+106
846
$2.31K ﹤0.01%
+26
847
$2.29K ﹤0.01%
+9
848
$2.29K ﹤0.01%
+34
849
$2.28K ﹤0.01%
+33
850
$2.27K ﹤0.01%
+16
32 33
34
35 36