WW

Windle Wealth Portfolio holdings

AUM $223M
1-Year Est. Return 22.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.89%
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
29
New
Increased
Reduced
Closed

Top Buys

1
+$831K
2
+$437K
3
+$389K
4
CVX icon
Chevron
CVX
+$358K
5
MMM icon
3M
MMM
+$328K

Top Sells

1
+$278K
2
+$229K
3
+$172K
4
T icon
AT&T
T
+$99.3K
5
HD icon
Home Depot
HD
+$22.7K

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
$1.36M 0.86%
898
27
$1.08M 0.69%
+18,884
28
$982K 0.63%
2,559
-62
29
$758K 0.48%
5,338
1
2