WW

Windle Wealth Portfolio holdings

AUM $224M
1-Year Est. Return 19.77%
This Quarter Est. Return
1 Year Est. Return
+19.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$1.59M
2 +$439K
3 +$395K
4
UL icon
Unilever
UL
+$374K
5
O icon
Realty Income
O
+$320K

Top Sells

1 +$769K
2 +$661K
3 +$294K
4
SO icon
Southern Company
SO
+$207K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$180K

Sector Composition

1 Consumer Staples 20.68%
2 Technology 17.67%
3 Communication Services 10.88%
4 Real Estate 8.08%
5 Utilities 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.48M 0.9%
898
27
$905K 0.55%
5,338
28
$887K 0.54%
2,576
+17
29
$728K 0.44%
15,143
-3,741