WW
Windle Wealth Portfolio holdings
AUM
$224M
1-Year Est. Return
19.77%
1 Year Est. Return
+19.77%
AUM
$224M
AUM Growth
+$19M
(+9.3%)
Holding
33
Top Buys
| 1 | +$745K | |
| 2 | +$360K | |
| 3 | +$354K | |
| 4 |
Unilever
UL
|
+$288K |
| 5 |
Illinois Tool Works
ITW
|
+$240K |
Top Sells
| 1 | +$418K | |
| 2 | +$263K | |
| 3 | +$109K | |
| 4 |
Johnson & Johnson
JNJ
|
+$42.3K |
| 5 |
Microsoft
MSFT
|
+$14.5K |
Sector Composition
| 1 | Technology | 21.99% |
| 2 | Consumer Staples | 18.14% |
| 3 | Communication Services | 10.41% |
| 4 | Healthcare | 8.52% |
| 5 | Real Estate | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.32T
| $15.3M | 6.86% |
82,197
+5
|
|
||
|
2
Microsoft
MSFT
$3.54T
| $11.6M | 5.2% |
22,451
-28
|
|
||
3
Apple
AAPL
$4.06T
| $11M | 4.93% |
43,280
+264
|
|
||
4
Welltower
WELL
$131B
| $9.98M | 4.47% |
56,040
-1
|
|
||
5
AbbVie
ABBV
$395B
| $9.97M | 4.46% |
43,074
+386
|
|
||
6
Broadcom
AVGO
$1.61T
| $9.82M | 4.4% |
29,777
-798
|
|
||
7
Altria Group
MO
$99.6B
| $8.98M | 4.02% |
135,946
-12
|
|
||
|
8
Johnson & Johnson
JNJ
$504B
| $8.82M | 3.95% |
47,594
-228
|
|
||
9
AT&T
T
$171B
| $8.68M | 3.88% |
307,394
+395
|
|
||
10
Southern Company
SO
$94.4B
| $8.65M | 3.87% |
91,258
+1,327
|
|
||
11
Procter & Gamble
PG
$339B
| $8.4M | 3.76% |
54,677
+4,851
|
|
||
12
Exxon Mobil
XOM
$484B
| $8.21M | 3.67% |
72,835
+1,524
|
|
||
13
Chevron
CVX
$293B
| $8.1M | 3.62% |
52,153
+1,511
|
|
||
14
Consolidated Edison
ED
$35.7B
| $8.01M | 3.59% |
79,714
+3,579
|
|
||
15
3M
MMM
$86.7B
| $7.99M | 3.58% |
51,495
+2,284
|
|
||
16
McDonald's
MCD
$224B
| $7.99M | 3.58% |
26,295
+520
|
|
||
17
Coca-Cola
KO
$303B
| $7.96M | 3.56% |
119,988
+3,324
|
|
||
|
18
Unilever
UL
$140B
| $7.9M | 3.53% |
133,188
+4,862
|
|
||
19
Verizon
VZ
$172B
| $7.89M | 3.53% |
179,521
+1,934
|
|
||
|
20
Illinois Tool Works
ITW
$72.7B
| $7.75M | 3.47% |
29,712
+919
|
|
||
21
Realty Income
O
$52.8B
| $7.67M | 3.43% |
126,176
-1,792
|
|
||
22
PepsiCo
PEP
$206B
| $7.32M | 3.28% |
52,123
+514
|
|
||
23
T. Rowe Price
TROW
$22.7B
| $7.14M | 3.19% |
69,550
-4,074
|
|
||
24
Alphabet (Google) Class C
GOOG
$3.71T
| $6.3M | 2.82% |
25,856
+22
|
|
||
25
Coinbase
COIN
$68.1B
| $3.23M | 1.45% |
9,570
+2
|
|