WPWM

Windward Private Wealth Management Portfolio holdings

AUM $277M
1-Year Est. Return 9.88%
This Quarter Est. Return
1 Year Est. Return
+9.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
-$55.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Sells

1 +$432K
2 +$308K
3 +$225K
4
PNC icon
PNC Financial Services
PNC
+$208K
5
MSFT icon
Microsoft
MSFT
+$207K

Sector Composition

1 Industrials 0.19%
2 Healthcare 0.13%
3 Materials 0.11%
4 Financials 0%
5 Technology 0%