Windward Private Wealth Management Inc. Portfolio Holdings by Sector
Windward Private Wealth Management Inc.
- $247 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BSV VEA VONG BIV VONV VMBS VWO VIG 41 stocks |
$245,547
99.42% of portfolio
|
  11  
|
  28  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$353
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
RMD 1 stocks |
$287
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
RWR 1 stocks |
$271
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
EMR 1 stocks |
$264
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$246
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|