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
$135M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$600K
2 +$564K
3 +$345K
4
WELL icon
Welltower
WELL
+$210K
5
MSFT icon
Microsoft
MSFT
+$187K

Top Sells

1 +$548K
2 +$520K
3 +$104K
4
CVX icon
Chevron
CVX
+$32.8K

Sector Composition

1 Consumer Staples 22.47%
2 Technology 12.82%
3 Communication Services 9.76%
4 Energy 9.34%
5 Utilities 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.18M 0.88%
898
27
$853K 0.63%
8,538
28
$617K 0.46%
2,090
+66
29
$345K 0.26%
+5,110