WWM
Woodside Wealth Management Portfolio holdings
AUM $108M
This Quarter Return
-2.86%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
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 | |
|---|---|---|---|---|---|---|---|
| $61.8K | 0.06% | +114 | New | +$61.8K | |||
| $47.6K | 0.04% | +560 | New | +$47.6K | |||
| $45.3K | 0.04% | +936 | New | +$45.3K | |||
| $41.8K | 0.04% | +1,786 | New | +$41.8K | |||
| $40.4K | 0.04% | +404 | New | +$40.4K | |||
| $34.9K | 0.03% | +132 | New | +$34.9K | |||
| $30.7K | 0.03% | +240 | New | +$30.7K | |||
| $30.4K | 0.03% | +99 | New | +$30.4K | |||
| $25.9K | 0.02% | +711 | New | +$25.9K | |||
| $25.5K | 0.02% | +221 | New | +$25.5K | |||
| $24.6K | 0.02% | +1,041 | New | +$24.6K | |||
| $23.6K | 0.02% | +137 | New | +$23.6K | |||
| $21.1K | 0.02% | +213 | New | +$21.1K | |||
| $19K | 0.02% | +140 | New | +$19K | |||
| $17.5K | 0.02% | +158 | New | +$17.5K | |||
| $16.4K | 0.02% | +241 | New | +$16.4K | |||
| $16.3K | 0.02% | +276 | New | +$16.3K | |||
| $14.8K | 0.01% | +275 | New | +$14.8K | |||
| $13.6K | 0.01% | +335 | New | +$13.6K | |||
| $12.6K | 0.01% | +510 | New | +$12.6K | |||
| $10K | 0.01% | +90 | New | +$10K | |||
| $7.51K | 0.01% | +163 | New | +$7.51K | |||
| $6.71K | 0.01% | +268 | New | +$6.71K | |||
| $6.58K | 0.01% | +167 | New | +$6.58K | |||
| $5.87K | 0.01% | +144 | New | +$5.87K |
