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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 | |
|---|---|---|---|---|---|---|
|
26
Coinbase
COIN
$43.4B
| $2.12M | 0.89% |
12,120
+2,551
|
|
||
27
Mercado Libre
MELI
$82.7B
| $1.55M | 0.66% |
898
|
|
||
28
Home Depot
HD
$327B
| $887K | 0.37% |
2,697
+26
|
|
||
29
Palo Alto Networks
PANW
$230B
| $856K | 0.36% |
5,338
|
|
||
|
30
TSMC
TSM
$2.24T
| $811K | 0.34% |
2,400
+1,500
|
|
||
31
Tesla
TSLA
$1.49T
| $660K | 0.28% |
1,776
+41
|
|
||
32
Alphabet (Google) Class A
GOOGL
$4.44T
| $481K | 0.2% |
1,673
+1
|
|
||
33
UnitedHealth
UNH
$363B
| – | – |
-713
|
|
||
|
MICC
34
The Magnum Ice Cream Company N.V.
MICC
$10.5B
| – | – |
-14,296
|
|