WCM
Windward Capital Management Portfolio holdings
AUM
$1.18B
1-Year Est. Return
11.13%
1 Year Est. Return
+11.13%
AUM
$1.16B
AUM Growth
-$149M
(-11%)
Holding
84
Top Buys
| 1 | +$209K | |
| 2 | +$50.7K | |
| 3 | +$20.9K | |
| 4 |
Verizon
VZ
|
+$19K |
| 5 |
Pfizer
PFE
|
+$13.3K |
Top Sells
| 1 | +$38.7M | |
| 2 | +$4.5M | |
| 3 | +$2M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$1.61M |
Sector Composition
| 1 | Technology | 31.47% |
| 2 | Consumer Discretionary | 15.13% |
| 3 | Industrials | 11.44% |
| 4 | Communication Services | 10.59% |
| 5 | Consumer Staples | 10.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
JPMorgan Chase
JPM
$823B
| – | – |
-1,000
|
|
||
77
Eli Lilly
LLY
$745B
| – | – |
-427
|
|
||
78
McDonald's
MCD
$219B
| – | – |
-1,837
|
|
||
79
ServiceNow
NOW
$195B
| – | – |
-303
|
|
||
80
NVIDIA
NVDA
$4.51T
| – | – |
-9,530
|
|
||
81
Invesco QQQ Trust
QQQ
$393B
| – | – |
-2,658
|
|
||
82
SPDR S&P 500 ETF Trust
SPY
$673B
| – | – |
-2,330
|
|
||
83
UnitedHealth
UNH
$330B
| – | – |
-1,154
|
|
||
84
Visa
V
$675B
| – | – |
-1,100
|
|