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Windle Wealth Portfolio holdings

AUM $237M
1-Year Est. Return 22.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$224M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$758K
2
+$359K
3
+$352K
4
UL icon
Unilever
UL
+$298K
5
ITW icon
Illinois Tool Works
ITW
+$239K

Top Sells

1
+$428K
2
+$245K
3
+$104K
4
JNJ icon
Johnson & Johnson
JNJ
+$39.1K
5
MSFT icon
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
1
$15.3M 6.86%
82,197
+5
2
$11.6M 5.2%
22,451
-28
3
$11M 4.93%
43,280
+264
4
$9.98M 4.47%
56,040
-1
5
$9.97M 4.46%
43,074
+386
6
$9.82M 4.4%
29,777
-798
7
$8.98M 4.02%
135,946
-12
8
$8.82M 3.95%
47,594
-228
9
$8.68M 3.88%
307,394
+395
10
$8.65M 3.87%
91,258
+1,327
11
$8.4M 3.76%
54,677
+4,851
12
$8.21M 3.67%
72,835
+1,524
13
$8.1M 3.62%
52,153
+1,511
14
$8.01M 3.59%
79,714
+3,579
15
$7.99M 3.58%
51,495
+2,284
16
$7.99M 3.58%
26,295
+520
17
$7.96M 3.56%
119,988
+3,324
18
$7.9M 3.53%
118,389
+4,321
19
$7.89M 3.53%
179,521
+1,934
20
$7.75M 3.47%
29,712
+919
21
$7.67M 3.43%
126,176
-1,792
22
$7.32M 3.28%
52,123
+514
23
$7.14M 3.19%
69,550
-4,074
24
$6.3M 2.82%
25,856
+22
25
$3.23M 1.45%
9,570
+2
1
2