WW
Windle Wealth Portfolio holdings
AUM
$205M
1-Year Est. Return
21%
1 Year Est. Return
+21%
AUM
$194M
AUM Growth
+$13.3M
(+7.4%)
Holding
33
Top Buys
| 1 | +$5.06M | |
| 2 | +$1.08M | |
| 3 | +$716K | |
| 4 |
Verizon
VZ
|
+$630K |
| 5 |
Consolidated Edison
ED
|
+$501K |
Top Sells
| 1 | +$2.14M | |
| 2 | +$1.36M | |
| 3 | +$1.1M | |
| 4 |
Apple
AAPL
|
+$568K |
| 5 |
Altria Group
MO
|
+$495K |
Sector Composition
| 1 | Consumer Staples | 20.68% |
| 2 | Technology | 16.53% |
| 3 | Communication Services | 11.17% |
| 4 | Healthcare | 8.77% |
| 5 | Utilities | 8.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Mercado Libre
MELI
$118B
| $1.75M | 0.9% |
898
|
|
||
27
Coinbase
COIN
$92.7B
| $1.42M | 0.73% |
8,268
+400
|
|
||
28
Home Depot
HD
$378B
| $961K | 0.5% |
2,622
+16
|
|
||
29
Palo Alto Networks
PANW
$149B
| $911K | 0.47% |
5,338
|
|
||
30
Alphabet (Google) Class A
GOOGL
$3.39T
| $258K | 0.13% |
1,668
+2
|
|
||
31
Tesla
TSLA
$1.52T
| $252K | 0.13% |
971
+261
|
|
||
32
Grayscale Bitcoin Trust
GBTC
$43.9B
| – | – |
-4,225
|
|
||
|
ETHE
33
Grayscale Ethereum Trust ETF
ETHE
$4.37B
| – | – |
-8,047
|
|