WWM

Woodside Wealth Management Portfolio holdings

AUM $128M
1-Year Est. Return 17.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$566K
2
+$431K
3
+$185K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$151K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$123K

Top Sells

1
+$108K
2
+$18.4K
3
+$17.1K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$8.43K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$4.99K

Sector Composition

1 Communication Services 6.34%
2 Technology 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$628K 0.5%
3,009
+10
27
$626K 0.49%
6,241
+104
28
$608K 0.48%
6,656
+397
29
$549K 0.43%
7,468
-1,480
30
$519K 0.41%
5,560
31
$465K 0.37%
+1,647
32
$347K 0.27%
4,431
-244
33
$320K 0.25%
1,481
34
$294K 0.23%
3,954
35
$284K 0.22%
1,115
36
$267K 0.21%
4,931
37
$262K 0.21%
3,639
+600
38
$251K 0.2%
4,320
39
$250K 0.2%
7,930
+1,911
40
$203K 0.16%
8,730
41
$186K 0.15%
1,748
+600
42
$176K 0.14%
2,932
43
$167K 0.13%
2,433
44
$162K 0.13%
5,483
45
$139K 0.11%
2,125
46
$135K 0.11%
2,300
47
$127K 0.1%
2,532
48
$126K 0.1%
497
49
$120K 0.09%
2,800
50
$106K 0.08%
4,084
-195
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