WW

Windle Wealth Portfolio holdings

AUM $205M
1-Year Est. Return 21%
This Quarter Est. Return
1 Year Est. Return
+21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$852K
2
+$637K
3
+$459K
4
COIN icon
Coinbase
COIN
+$456K
5
XOM icon
Exxon Mobil
XOM
+$437K

Top Sells

1
+$380K
2
+$273K
3
+$144K
4
MO icon
Altria Group
MO
+$119K
5
JNJ icon
Johnson & Johnson
JNJ
+$107K

Sector Composition

1 Technology 20.88%
2 Consumer Staples 18.98%
3 Communication Services 10.48%
4 Real Estate 7.82%
5 Utilities 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
26
Amazon
AMZN
$2.61T
$2.83M 1.38%
12,884
MELI icon
27
Mercado Libre
MELI
$118B
$2.35M 1.15%
898
PANW icon
28
Palo Alto Networks
PANW
$149B
$1.09M 0.53%
5,338
HD icon
29
Home Depot
HD
$378B
$968K 0.47%
2,640
+18
TSLA icon
30
Tesla
TSLA
$1.52T
$547K 0.27%
1,722
+751
GOOGL icon
31
Alphabet (Google) Class A
GOOGL
$3.39T
$294K 0.14%
1,670
+2
UNH icon
32
UnitedHealth
UNH
$309B
$220K 0.11%
+704
TSM icon
33
TSMC
TSM
$1.56T
$204K 0.1%
+900
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