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
$181M
AUM Growth
-$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$530K
2
+$457K
3
+$384K
4
MSFT icon
Microsoft
MSFT
+$383K
5
JNJ icon
Johnson & Johnson
JNJ
+$373K

Top Sells

1
+$507K
2
+$496K
3
+$415K
4
ETHE
Grayscale Ethereum Trust ETF
ETHE
+$347K
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$231K

Sector Composition

1 Consumer Staples 20.12%
2 Technology 17.45%
3 Communication Services 11.17%
4 Real Estate 8.19%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.84%
898
27
$1.01M 0.56%
2,606
+14
28
$971K 0.54%
5,338
29
$315K 0.17%
+1,666
30
$313K 0.17%
4,225
-6,701
31
$287K 0.16%
+710
32
$225K 0.12%
8,047
-12,389
33
– –
-8,148
34
– –
-8,211
1
2