WA
Whipplewood Advisors Portfolio holdings
AUM
$152M
1-Year Est. Return
16.32%
1 Year Est. Return
+16.32%
AUM
$182M
AUM Growth
+$12.6M
(+7.4%)
Holding
1,277
Top Buys
| 1 | +$6.93M | |
| 2 | +$4.39M | |
| 3 | +$3.06M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$3.05M |
| 5 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$3.03M |
Top Sells
| 1 | +$40.1M | |
| 2 | +$39.6M | |
| 3 | +$15.1M | |
| 4 |
Nutanix
NTNX
|
+$11.3M |
| 5 |
Mid-America Apartment Communities
MAA
|
+$11M |
Sector Composition
| 1 | Technology | 9.41% |
| 2 | Financials | 7.31% |
| 3 | Consumer Discretionary | 5.83% |
| 4 | Communication Services | 3.18% |
| 5 | Healthcare | 3.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1276
iShares Core S&P US Growth ETF
IUSG
$26.3B
| – | – |
-51
|
|
||
1277
iShares S&P 500 Growth ETF
IVW
$68B
| – | – |
-350
|
|