WWM
Woodside Wealth Management Portfolio holdings
AUM
$127M
1 Year Est. Return
–
AUM
$127M
AUM Growth
+$10.7M
(+9.2%)
Holding
80
Top Buys
| 1 | +$588K | |
| 2 | +$465K | |
| 3 | +$186K | |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$155K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$127K |
Top Sells
| 1 | +$109K | |
| 2 | +$19.1K | |
| 3 | +$17.8K | |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$8.56K |
| 5 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$5.04K |
Sector Composition
| 1 | Communication Services | 6.34% |
| 2 | Technology | 1.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Core Universal USD Bond ETF
IUSB
$33.8B
| $9.48K | 0.01% |
203
+40
|
|
||
77
Schwab US Large-Cap Growth ETF
SCHG
$52B
| $8.55K | 0.01% |
268
|
|
||
78
SPDR Portfolio Emerging Markets ETF
SPEM
$15.4B
| $7.82K | 0.01% |
167
|
|
||
79
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.4B
| $7.09K | 0.01% |
153
+4
|
|
||
80
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.1B
| $3.77K | ﹤0.01% |
66
|
|