WPWM
Windward Private Wealth Management Portfolio holdings
AUM
$277M
This Quarter Return
+6.38%
1 Year Return
+9.88%
3 Year Return
+27.35%
5 Year Return
–
10 Year Return
–
AUM
$277M
AUM Growth
+$277M
(+8.1%)
Cap. Flow
+$5.6M
Cap. Flow
% of AUM
2.02%
Top 10 Holdings %
Top 10 Hldgs %
82.89%
Holding
44
New
2
Increased
13
Reduced
22
Closed
2
Top Buys
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
$1.85M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$1.51M |
| 3 |
Vanguard Russell 1000 Value ETF
VONV
|
$1.39M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$1.17M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$790K |
Top Sells
Sector Composition
| 1 | Industrials | 0.21% |
| 2 | Healthcare | 0.14% |
| 3 | Materials | 0.1% |
| 4 | Financials | 0.07% |
