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
1176
$115 ﹤0.01%
+3
1177
$99 ﹤0.01%
+3
1178
$82 ﹤0.01%
+30
1179
$75 ﹤0.01%
+3
1180
$54 ﹤0.01%
+3
1181
$41 ﹤0.01%
+2
1182
$36 ﹤0.01%
+2
1183
$22 ﹤0.01%
+6
1184
0