WWM
Woodside Wealth Management Portfolio holdings
AUM $108M
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 | |
|---|---|---|---|---|---|---|---|
| $3.38K | 0% | 66 | New | +$3.38K |
