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WW
Windle Wealth Portfolio holdings
AUM
$237M
1-Year Est. Return
22.79%
This Fund
S&P 500
1 Year Est. Return
+22.79%
AUM
$237M
AUM Growth
+$13.4M
(+6%)
Holding
34
Top Buys
| 1 | +$1.33M | |
| 2 | +$1.28M | |
| 3 | +$719K | |
| 4 |
TSMC
TSM
|
+$516K |
| 5 |
Coinbase
COIN
|
+$502K |
Top Sells
| 1 | +$588K | |
| 2 | +$295K | |
| 3 | +$235K | |
| 4 |
Chevron
CVX
|
+$232K |
| 5 |
MICC
The Magnum Ice Cream Company N.V.
MICC
|
+$227K |
Sector Composition
| 1 | Technology | 19.33% |
| 2 | Consumer Staples | 17.81% |
| 3 | Communication Services | 11.65% |
| 4 | Energy | 9.82% |
| 5 | Healthcare | 8.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.96T
| $14.3M | 6.06% |
82,208
|
|
||
2
Exxon Mobil
XOM
$583B
| $12.3M | 5.18% |
72,246
-2,024
|
|
||
3
Johnson & Johnson
JNJ
$564B
| $11M | 4.65% |
45,007
-491
|
|
||
4
Apple
AAPL
$4.35T
| $11M | 4.65% |
43,339
+1,376
|
|
||
|
5
Chevron
CVX
$354B
| $11M | 4.64% |
53,086
-1,272
|
|
||
6
Welltower
WELL
$146B
| $10.7M | 4.53% |
54,222
+841
|
|
||
7
AT&T
T
$156B
| $9.86M | 4.17% |
340,108
+16,800
|
|
||
8
Verizon
VZ
$191B
| $9.81M | 4.14% |
195,387
-1,071
|
|
||
9
Consolidated Edison
ED
$39.4B
| $9.58M | 4.05% |
84,639
+2,178
|
|
||
10
Microsoft
MSFT
$2.81T
| $9.44M | 3.99% |
25,500
+3,176
|
|
||
11
Coca-Cola
KO
$344B
| $9.39M | 3.97% |
123,473
+969
|
|
||
12
Altria Group
MO
$115B
| $9.38M | 3.96% |
142,155
+5,187
|
|
||
13
AbbVie
ABBV
$391B
| $9.31M | 3.93% |
42,788
+1,463
|
|
||
14
Broadcom
AVGO
$1.87T
| $9.3M | 3.93% |
30,034
+2,185
|
|
||
15
Southern Company
SO
$104B
| $9.2M | 3.89% |
95,318
+4,400
|
|
||
16
McDonald's
MCD
$202B
| $8.61M | 3.64% |
27,712
+1,068
|
|
||
17
Illinois Tool Works
ITW
$75.4B
| $8.23M | 3.48% |
31,601
+589
|
|
||
18
PepsiCo
PEP
$194B
| $8.18M | 3.46% |
52,696
+386
|
|
||
19
Procter & Gamble
PG
$351B
| $8.03M | 3.39% |
55,610
-3,878
|
|
||
20
Realty Income
O
$56.5B
| $8.01M | 3.38% |
130,917
+2,645
|
|
||
21
3M
MMM
$83B
| $7.93M | 3.35% |
54,618
+2,460
|
|
||
22
T. Rowe Price
TROW
$23.2B
| $7.45M | 3.15% |
82,686
+13,173
|
|
||
23
Alphabet (Google) Class C
GOOG
$4.42T
| $7.43M | 3.14% |
25,901
+27
|
|
||
24
Unilever
UL
$125B
| $7.17M | 3.03% |
125,915
+4,653
|
|
||
25
Amazon
AMZN
$2.55T
| $2.69M | 1.14% |
12,901
+12
|
|