WWM

Woodside Wealth Management Portfolio holdings

AUM $134M
1-Year Est. Return 16.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$304K
2 +$290K
3 +$119K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$96.2K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$92.1K

Top Sells

1 +$122K
2 +$106K
3 +$70.4K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$48.3K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$25.3K

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
$6.35K 0.01%
149
+5
77
$3.59K ﹤0.01%
66