WWM
Woodside Wealth Management Portfolio holdings
AUM
$116M
This Quarter Return
-2.86%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
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 |
Vanguard S&P 500 ETF
VOO
|
$25.4M |
| 2 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$14M |
| 3 |
Vanguard Growth ETF
VUG
|
$7.99M |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
$7.16M |
| 5 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$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 | |
|---|---|---|---|---|---|---|
76
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.1B
| $3.38K | ﹤0.01% |
+66
| New | +$3.38K |
|