WW
Windle Wealth Portfolio holdings
AUM
$205M
This Quarter Return
+10.09%
1 Year Return
+21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$184M
AUM Growth
+$184M
(+12%)
Cap. Flow
+$4.54M
Cap. Flow
% of AUM
2.47%
Top 10 Holdings %
Top 10 Hldgs %
46.8%
Holding
32
New
3
Increased
19
Reduced
7
Closed
–
Top Buys
| 1 |
Chevron
CVX
|
$714K |
| 2 |
T Rowe Price
TROW
|
$568K |
| 3 |
Exxon Mobil
XOM
|
$548K |
| 4 |
ETHE
Grayscale Ethereum Trust ETF
ETHE
|
$447K |
| 5 |
McDonald's
MCD
|
$359K |
Top Sells
| 1 |
3M
MMM
|
$462K |
| 2 |
Apple
AAPL
|
$279K |
| 3 |
Altria Group
MO
|
$181K |
| 4 |
Grayscale Bitcoin Trust
GBTC
|
$139K |
| 5 |
Southern Company
SO
|
$77.5K |
Sector Composition
| 1 | Consumer Staples | 20.59% |
| 2 | Technology | 16.05% |
| 3 | Communication Services | 10.83% |
| 4 | Real Estate | 8.83% |
| 5 | Industrials | 8.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Coinbase
COIN
$78B
| $1.22M | 0.67% |
6,872
+158
| +2% | +$28.1K |
|
27
Home Depot
HD
$404B
| $1.05M | 0.57% |
2,592
+16
| +0.6% | +$6.48K |
|
28
Palo Alto Networks
PANW
$127B
| $912K | 0.5% |
2,669
| – | – |
|
|
29
Grayscale Bitcoin Trust
GBTC
$44.4B
| $552K | 0.3% |
10,926
-2,753
| -20% | -$139K |
|
|
ETHE
30
Grayscale Ethereum Trust ETF
ETHE
$4.82B
| $447K | 0.24% |
+20,436
| New | +$447K |
|
|
BTC
31
Grayscale Bitcoin Mini Trust ETF
BTC
$4.84B
| $231K | 0.13% |
+41,056
| New | +$231K |
|
|
ETH
32
Grayscale Ethereum Mini Trust ETF
ETH
$2.15B
| $199K | 0.11% |
+81,476
| New | +$199K |
|