WW
Windle Wealth Portfolio holdings
AUM
$223M
1-Year Est. Return
22.89%
This Fund
S&P 500
1 Year Est. Return
+22.89%
AUM
$223M
AUM Growth
-$284K
(-0.13%)
Holding
34
Top Buys
| 1 | +$690K | |
| 2 | +$689K | |
| 3 | +$395K | |
| 4 |
Chevron
CVX
|
+$336K |
| 5 |
Illinois Tool Works
ITW
|
+$320K |
Top Sells
| 1 | +$667K | |
| 2 | +$494K | |
| 3 | +$434K | |
| 4 |
AbbVie
ABBV
|
+$400K |
| 5 |
Apple
AAPL
|
+$358K |
Sector Composition
| 1 | Technology | 21.7% |
| 2 | Consumer Staples | 18.21% |
| 3 | Communication Services | 11.05% |
| 4 | Healthcare | 8.55% |
| 5 | Energy | 7.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Coinbase
COIN
$52.5B
| $2.16M | 0.97% |
9,569
-1
|
|
||
27
Mercado Libre
MELI
$109B
| $1.81M | 0.81% |
898
|
|
||
28
Palo Alto Networks
PANW
$123B
| $983K | 0.44% |
5,338
|
|
||
29
Home Depot
HD
$373B
| $919K | 0.41% |
2,671
+17
|
|
||
30
Tesla
TSLA
$1.62T
| $780K | 0.35% |
1,735
+13
|
|
||
31
Alphabet (Google) Class A
GOOGL
$4.08T
| $523K | 0.23% |
1,672
+1
|
|
||
32
TSMC
TSM
$1.71T
| $274K | 0.12% |
900
|
|
||
33
UnitedHealth
UNH
$260B
| $235K | 0.11% |
713
+4
|
|
||
|
MICC
34
The Magnum Ice Cream Company N.V.
MICC
$10.9B
| $227K | 0.1% |
+14,296
|
|