WW
Windle Wealth Portfolio holdings
AUM
$205M
This Quarter Return
+9.56%
1 Year Return
+21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$157M
AUM Growth
+$157M
(+10%)
Cap. Flow
+$4.07M
Cap. Flow
% of AUM
2.59%
Top 10 Holdings %
Top 10 Hldgs %
44.84%
Holding
30
New
2
Increased
19
Reduced
5
Closed
1
Top Buys
| 1 |
Grayscale Bitcoin Trust
GBTC
|
$1.08M |
| 2 |
Exxon Mobil
XOM
|
$485K |
| 3 |
Altria Group
MO
|
$409K |
| 4 |
Chevron
CVX
|
$374K |
| 5 |
Apple
AAPL
|
$291K |
Top Sells
| 1 |
3M
MMM
|
$6.29M |
| 2 |
Microsoft
MSFT
|
$289K |
| 3 |
AbbVie
ABBV
|
$242K |
| 4 |
Verizon
VZ
|
$179K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Grayscale Bitcoin Trust
GBTC
$43.4B
| $1.08M | 0.69% |
+17,059
| New | +$1.08M |
|
27
Home Depot
HD
$405B
| $982K | 0.63% |
2,559
-62
| -2% | -$23.8K |
|
28
Palo Alto Networks
PANW
$127B
| $758K | 0.48% |
2,669
| – | – |
|
|
29
3M
MMM
$82.8B
| – | – |
-57,543
| Closed | -$6.29M |
|