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
$157M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$1.08M
2 +$485K
3 +$409K
4
CVX icon
Chevron
CVX
+$374K
5
AAPL icon
Apple
AAPL
+$291K

Top Sells

1 +$6.29M
2 +$289K
3 +$242K
4
VZ icon
Verizon
VZ
+$179K
5
T icon
AT&T
T
+$102K

Sector Composition

1 Consumer Staples 20.71%
2 Technology 14.5%
3 Communication Services 10.69%
4 Energy 8.46%
5 Healthcare 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.08M 0.69%
+18,884
27
$982K 0.63%
2,559
-62
28
$758K 0.48%
5,338
29
-68,821