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
$239M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$4.31M
2 +$2.29M
3 +$2.02M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$931K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$830K

Sector Composition

1 Materials 0.19%
2 Healthcare 0.11%
3 Industrials 0.1%
4 Technology 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-40,124