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
$139M
AUM Growth
+$3.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$247K
2 +$204K
3 +$166K
4
VZ icon
Verizon
VZ
+$160K
5
TROW icon
T. Rowe Price
TROW
+$137K

Top Sells

1 +$297K
2 +$184K
3 +$119K
4
AAPL icon
Apple
AAPL
+$107K
5
XOM icon
Exxon Mobil
XOM
+$103K

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