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
$143M
AUM Growth
+$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$602K
2 +$459K
3 +$397K
4
JNJ icon
Johnson & Johnson
JNJ
+$198K
5
MO icon
Altria Group
MO
+$126K

Top Sells

1 +$622K
2 +$431K
3 +$286K
4
MCD icon
McDonald's
MCD
+$258K
5
ABBV icon
AbbVie
ABBV
+$243K

Sector Composition

1 Consumer Staples 20.88%
2 Technology 13.56%
3 Communication Services 10.97%
4 Industrials 8.94%
5 Real Estate 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$916K 0.64%
5,265
+29
27
$908K 0.64%
2,621
+4
28
$787K 0.55%
5,338