WWM
Woodside Wealth Management Portfolio holdings
AUM
$128M
1-Year Est. Return
17.19%
This Fund
S&P 500
1 Year Est. Return
+17.19%
AUM
$128M
AUM Growth
-$5.98M
(-4.5%)
Holding
84
Top Buys
| 1 | +$2.07M | |
| 2 | +$769K | |
| 3 | +$385K | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$382K |
| 5 |
Exxon Mobil
XOM
|
+$242K |
Top Sells
| 1 | +$1.47M | |
| 2 | +$494K | |
| 3 | +$444K | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$357K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.98B
| – | – |
-5,483
|
|
||
77
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.1B
| – | – |
-723
|
|
||
78
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.5B
| – | – |
-167
|
|
||
79
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.8B
| – | – |
-3,990
|
|
||
|
SPYM
80
State Street SPDR Portfolio S&P 500 ETF
SPYM
$143B
| – | – |
-4,447
|
|
||
81
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17B
| – | – |
-66
|
|
||
82
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.4B
| – | – |
-156
|
|
||
83
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.4B
| – | – |
-242
|
|
||
84
iShares TIPS Bond ETF
TIP
$14.9B
| – | – |
-241
|
|