WW

Windle Wealth Portfolio holdings

AUM $223M
1-Year Est. Return 22.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$3.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$247K
2 +$207K
3 +$177K
4
VZ icon
Verizon
VZ
+$159K
5
TROW icon
T. Rowe Price
TROW
+$133K

Top Sells

1 +$293K
2 +$169K
3 +$118K
4
XOM icon
Exxon Mobil
XOM
+$105K
5
AAPL icon
Apple
AAPL
+$95.8K

Sector Composition

1 Consumer Staples 22.14%
2 Technology 15.12%
3 Communication Services 9.16%
4 Energy 8.81%
5 Utilities 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.06M 0.77%
898
27
$977K 0.71%
40,377
-12,249
28
$633K 0.46%
2,039
-51
29
$366K 0.26%
5,110