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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
$128M
AUM Growth
-$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$769K
3
+$385K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$382K
5
XOM icon
ExxonMobil
XOM
+$242K

Top Sells

1
+$1.47M
2
+$494K
3
+$444K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$357K
5
VTV icon
Vanguard Value ETF
VTV
+$356K

Sector Composition

1 Communication Services 7.58%
2 Technology 1.36%
3 Energy 0.22%
4 Financials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBB icon
51
iShares Biotechnology ETF
IBB
$9.3B
– –
-240
IEMG icon
52
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
– –
-275
IJH icon
53
iShares Core S&P Mid-Cap ETF
IJH
$123B
– –
-2,125
ISTB icon
54
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.03B
– –
-1,067
IUSB icon
55
iShares Core Universal USD Bond ETF
IUSB
$42.5B
– –
-203
IWB icon
56
iShares Russell 1000 ETF
IWB
$48.7B
– –
-99
IWC icon
57
iShares Micro-Cap ETF
IWC
$1.68B
– –
-158
IWR icon
58
iShares Russell Mid-Cap ETF
IWR
$60.9B
– –
-560
LQD icon
59
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.3B
– –
-500
RWR icon
60
State Street SPDR Dow Jones REIT ETF
RWR
$1.9B
– –
-213
SCHA icon
61
Schwab U.S Small- Cap ETF
SCHA
$23.4B
– –
-3,586
SCHG icon
62
Schwab US Large-Cap Growth ETF
SCHG
$59.5B
– –
-268
SCHJ icon
63
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$861M
– –
-510
SDY icon
64
State Street SPDR S&P Dividend ETF
SDY
$21.9B
– –
-140
SPAB icon
65
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.6B
– –
-4,233
SPBO icon
66
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.99B
– –
-5,483
SPDW icon
67
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.2B
– –
-723
SPEM icon
68
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.3B
– –
-167
SPHY icon
69
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.3B
– –
-3,990
SPYM
70
State Street SPDR Portfolio S&P 500 ETF
SPYM
$153B
– –
-4,447
SPMD icon
71
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.1B
– –
-66
SPSM icon
72
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.7B
– –
-156
SPTM icon
73
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.5B
– –
-242
TIP icon
74
iShares TIPS Bond ETF
TIP
$14.6B
– –
-241
VB icon
75
Vanguard Small-Cap ETF
VB
$80.6B
– –
-497
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