WWM

Woodside Wealth Management Portfolio holdings

AUM $108M
AUM
$108M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow %
100%
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

1Communication Services4.76%
2Technology0.81%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$61.8K0.06%114 New
+$61.8K
$47.6K0.04%560 New
+$47.6K
$45.3K0.04%936 New
+$45.3K
$41.8K0.04%1,786 New
+$41.8K
$40.4K0.04%404 New
+$40.4K
$34.9K0.03%132 New
+$34.9K
$30.7K0.03%240 New
+$30.7K
$30.4K0.03%99 New
+$30.4K
$25.9K0.02%711 New
+$25.9K
$25.5K0.02%221 New
+$25.5K
$24.6K0.02%1,041 New
+$24.6K
$23.6K0.02%137 New
+$23.6K
$21.1K0.02%213 New
+$21.1K
$19K0.02%140 New
+$19K
$17.5K0.02%158 New
+$17.5K
$16.4K0.02%241 New
+$16.4K
$16.3K0.02%276 New
+$16.3K
$14.8K0.01%275 New
+$14.8K
$13.6K0.01%335 New
+$13.6K
$12.6K0.01%510 New
+$12.6K
$10K0.01%90 New
+$10K
$7.51K0.01%163 New
+$7.51K
$6.71K0.01%268 New
+$6.71K
$6.58K0.01%167 New
+$6.58K
$5.87K0.01%144 New
+$5.87K
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