WWM

Woodside Wealth Management Portfolio holdings

AUM $128M
1-Year Est. Return 17.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$566K
2
+$431K
3
+$185K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$151K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$123K

Top Sells

1
+$108K
2
+$18.4K
3
+$17.1K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$8.43K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$4.99K

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
$9.48K 0.01%
203
+40
77
$8.55K 0.01%
268
78
$7.82K 0.01%
167
79
$7.09K 0.01%
153
+4
80
$3.77K ﹤0.01%
66
1 2 3
4