Windward Private Wealth Management Inc. Portfolio Holdings by Sector
Windward Private Wealth Management Inc.
- $260 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BSV VEA VONG VONV BIV VMBS VWO VIG 41 stocks |
$258,225
99.26% of portfolio
|
  14  
|
  22  
|
  1  
|
- |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$451
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$426
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
RMD 1 stocks |
$366
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
EMR 1 stocks |
$262
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
FAST 1 stocks |
$214
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
RWR 1 stocks |
$209
0.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|