WW
Windle Wealth Portfolio holdings
AUM
$223M
1-Year Est. Return
22.89%
This Fund
S&P 500
1 Year Est. Return
+22.89%
AUM
$224M
AUM Growth
+$19M
(+9.3%)
Holding
33
Top Buys
| 1 | +$758K | |
| 2 | +$359K | |
| 3 | +$352K | |
| 4 |
Unilever
UL
|
+$298K |
| 5 |
Illinois Tool Works
ITW
|
+$239K |
Top Sells
| 1 | +$428K | |
| 2 | +$245K | |
| 3 | +$104K | |
| 4 |
Johnson & Johnson
JNJ
|
+$39.1K |
| 5 |
Microsoft
MSFT
|
+$14.3K |
Sector Composition
| 1 | Technology | 21.99% |
| 2 | Consumer Staples | 18.14% |
| 3 | Communication Services | 10.41% |
| 4 | Healthcare | 8.52% |
| 5 | Real Estate | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Amazon
AMZN
$2.25T
| $2.83M | 1.27% |
12,884
|
|
||
27
Mercado Libre
MELI
$85.7B
| $2.1M | 0.94% |
898
|
|
||
28
Palo Alto Networks
PANW
$138B
| $1.09M | 0.49% |
5,338
|
|
||
29
Home Depot
HD
$329B
| $1.08M | 0.48% |
2,654
+14
|
|
||
30
Tesla
TSLA
$1.47T
| $766K | 0.34% |
1,722
|
|
||
31
Alphabet (Google) Class A
GOOGL
$3.72T
| $406K | 0.18% |
1,671
+1
|
|
||
32
TSMC
TSM
$1.76T
| $251K | 0.11% |
900
|
|
||
33
UnitedHealth
UNH
$258B
| $245K | 0.11% |
709
+5
|
|