WWM
Woodside Wealth Management Portfolio holdings
AUM
$134M
1-Year Est. Return
16.39%
This Fund
S&P 500
1 Year Est. Return
+16.39%
AUM
$134M
AUM Growth
+$7.13M
(+5.6%)
Holding
85
Top Buys
| 1 | +$517K | |
| 2 | +$470K | |
| 3 | +$306K | |
| 4 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$266K |
| 5 |
Bank of New York Mellon
BK
|
+$219K |
Top Sells
| 1 | +$98.6K | |
| 2 | +$81.3K | |
| 3 | +$42.3K | |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$15.3K |
| 5 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
+$13.8K |
Sector Composition
| 1 | Communication Services | 7.89% |
| 2 | Technology | 1.48% |
| 3 | Financials | 0.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Core MSCI Emerging Markets ETF
IEMG
$138B
| $18.5K | 0.01% |
275
|
|
||
77
Vanguard Global ex-US Real Estate ETF
VNQI
$3.74B
| $15.4K | 0.01% |
335
|
|
||
78
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$707M
| $12.7K | 0.01% |
510
|
|
||
79
iShares Core Universal USD Bond ETF
IUSB
$35B
| $9.45K | 0.01% |
203
|
|
||
80
Schwab US Large-Cap Growth ETF
SCHG
$50.2B
| $8.74K | 0.01% |
268
|
|
||
81
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.4B
| $7.82K | 0.01% |
167
|
|
||
82
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.3B
| $7.31K | 0.01% |
156
+3
|
|
||
83
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16B
| $3.82K | ﹤0.01% |
66
|
|
||
84
Fidelity MSCI Health Care Index ETF
FHLC
$2.83B
| – | – |
-1,474
|
|
||
85
Fidelity MSCI Information Technology Index ETF
FTEC
$15.9B
| – | – |
-366
|
|