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
$184M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$714K
2
+$568K
3
+$548K
4
ETHE
Grayscale Ethereum Trust ETF
ETHE
+$447K
5
MCD icon
McDonald's
MCD
+$359K

Top Sells

1
+$462K
2
+$279K
3
+$213K
4
MO icon
Altria Group
MO
+$181K
5
SO icon
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 Change
in Stake 		Capital Flow
26
$1.22M 0.67%
6,872
+158
27
$1.05M 0.57%
2,592
+16
28
$912K 0.5%
5,338
29
$552K 0.3%
10,926
-4,217
30
$447K 0.24%
+20,436
31
$231K 0.13%
+8,211
32
$199K 0.11%
+8,148
1
2