WWM
Woodside Wealth Management Portfolio holdings
AUM $108M
AUM
$108M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
72.7%
Holding
76
New
76
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $25.4M | |
| 2 | $14M | |
| 3 | $7.99M | |
| 4 | $7.16M | |
| 5 | $6.87M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 4.76% |
| 2 | Technology | 0.81% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $625K | 0.58% | 1,665 | New | +$625K | |||
| $598K | 0.55% | 3,000 | New | +$598K | |||
| $595K | 0.55% | 6,012 | New | +$595K | |||
| $559K | 0.52% | 2,999 | New | +$559K | |||
| $454K | 0.42% | 5,560 | New | +$454K | |||
| $289K | 0.27% | 3,928 | New | +$289K | |||
| $287K | 0.27% | 1,481 | New | +$287K | |||
| $282K | 0.26% | 4,285 | New | +$282K | |||
| $248K | 0.23% | 1,115 | New | +$248K | |||
| $223K | 0.21% | 4,931 | New | +$223K | |||
| $222K | 0.21% | 4,320 | New | +$222K | |||
| $186K | 0.17% | 3,039 | New | +$186K | |||
| $162K | 0.15% | 8,180 | New | +$162K | |||
| $159K | 0.15% | 5,483 | New | +$159K | |||
| $154K | 0.14% | 5,945 | New | +$154K | |||
| $149K | 0.14% | 2,932 | New | +$149K | |||
| $145K | 0.13% | 2,433 | New | +$145K | |||
| $135K | 0.13% | 2,300 | New | +$135K | |||
| $126K | 0.12% | 2,532 | New | +$126K | |||
| $124K | 0.11% | 2,125 | New | +$124K | |||
| $108K | 0.1% | 488 | New | +$108K | |||
| $102K | 0.09% | 4,001 | New | +$102K | |||
| $101K | 0.09% | 2,800 | New | +$101K | |||
| $98.8K | 0.09% | 1,663 | New | +$98.8K | |||
| $93.4K | 0.09% | 3,990 | New | +$93.4K |
