WWM
Woodside Wealth Management Portfolio holdings
AUM
$116M
1 Year Est. Return
–
AUM
$116M
AUM Growth
+$8.33M
(+7.7%)
Holding
77
Top Buys
| 1 | +$329K | |
| 2 | +$291K | |
| 3 | +$120K | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$98K |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$97.2K |
Top Sells
| 1 | +$123K | |
| 2 | +$107K | |
| 3 | +$75.5K | |
| 4 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
+$51.1K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$25.8K |
Sector Composition
| 1 | Communication Services | 5.03% |
| 2 | Technology | 0.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.1B
| $6.35K | 0.01% |
149
+5
|
|
||
77
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.7B
| $3.59K | ﹤0.01% |
66
|
|