WW
Windle Wealth Portfolio holdings
AUM
$205M
This Quarter Return
+11.77%
1 Year Return
+21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
–
Cap. Flow
+$128M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.99%
Holding
28
New
28
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$6.95M |
| 2 |
Chevron
CVX
|
$6.86M |
| 3 |
Procter & Gamble
PG
|
$6.83M |
| 4 |
AbbVie
ABBV
|
$6.39M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Mercado Libre
MELI
$121B
| $760K | 0.59% |
+898
| New | +$760K |
|
27
Home Depot
HD
$404B
| $639K | 0.5% |
+2,024
| New | +$639K |
|
28
Palo Alto Networks
PANW
$127B
| $596K | 0.47% |
+4,269
| New | +$596K |
|