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
51
$100K 0.08%
3,586
+1,800
52
$99.8K 0.08%
1,663
53
$98.6K 0.08%
+1,474
54
$95.5K 0.08%
3,990
55
$81.4K 0.06%
872
-40
56
$81.3K 0.06%
+366
57
$54.1K 0.04%
560
58
$49.4K 0.04%
1,012
+56
59
$46K 0.04%
404
60
$36.2K 0.03%
99
61
$34.6K 0.03%
240
62
$34.3K 0.03%
132
63
$34.1K 0.03%
163
64
$31.5K 0.02%
221
65
$30.4K 0.02%
711
66
$27.4K 0.02%
1,041
67
$23.5K 0.02%
158
68
$21.3K 0.02%
213
69
$20.1K 0.02%
276
70
$19.6K 0.02%
140
71
$19.5K 0.02%
242
+1
72
$18.1K 0.01%
275
73
$16K 0.01%
335
74
$12.7K 0.01%
510
75
$10K 0.01%
90
1 2
3
4