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
$134M
AUM Growth
-$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$746K
3
+$583K
4
MMM icon
3M
MMM
+$525K
5
MO icon
Altria Group
MO
+$251K

Top Sells

1
+$977K
2
+$955K
3
+$601K
4
PANW icon
Palo Alto Networks
PANW
+$375K
5
XOM icon
Exxon Mobil
XOM
+$157K

Sector Composition

1 Consumer Staples 22.07%
2 Technology 13.03%
3 Communication Services 10.38%
4 Energy 9.71%
5 Healthcare 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$791K 0.59%
2,617
+578
27
$626K 0.47%
5,338
-3,200
28
$393K 0.29%
5,236
+126
29
– –
-40,377
1
2