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
$128M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$6.95M
2 +$6.86M
3 +$6.83M
4
ABBV icon
AbbVie
ABBV
+$6.39M
5
MSFT icon
Microsoft
MSFT
+$6.05M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 23.32%
2 Energy 10.78%
3 Technology 10.17%
4 Healthcare 9.57%
5 Communication Services 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$760K 0.59%
+898
27
$639K 0.5%
+2,024
28
$596K 0.47%
+8,538