WP

Windward Private Wealth Management Inc.

13F
Windward Private Wealth Management Inc.
Last update 2025-05-08 42 Stocks (0 new)
Value $256.00 Mil Turnover 1 %
Countries:
Top Holdings: BSV(23.57%)VEA(13.35%)VONG(10.90%)VONV(9.16%)BIV(9.02%)
Summary Stock Picks Current Portfolio
Windward Private Wealth Manage... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BSV
Vanguard Short-Term Bond ETF
772,307
60,456.2
+0.86%
23.570
+0.20%
0.170
+0.94%
+3.12%
38,386.4
 
VEA
Vanguard FTSE Developed Markets ETF
673,474
34,232.7
-0.06%
13.350
-0.01%
0.030
+24.12%
+19.66%
156,310.6
 
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
301,313
27,958.8
+0.41%
10.900
+0.04%
0.120
+30.42%
+6.23%
27,285.8
 
VONV
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
284,519
23,484.2
+0.81%
9.160
+0.07%
0.200
+16.16%
+6.79%
11,936.8
 
BIV
Vanguard Intermediate-Term Bond ETF
302,242
23,142.6
+1.69%
9.020
+0.15%
0.100
+1.37%
+4.46%
23,037.0
 
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
321,309
14,879.8
+1.44%
5.800
+0.08%
0.080
+0.83%
+3.31%
14,345.3
 
VWO
Vanguard FTSE Emerging Markets ETF
257,856
11,670.6
+1.60%
4.550
+0.07%
0.010
+22.61%
+12.68%
84,357.9
 
VIG
Vanguard Dividend Appreciation FTF
37,866
7,345.6
-4.03%
2.860
-0.12%
0.010
+18.05%
+6.41%
88,696.1
 
VTV
Vanguard Value ETF
31,714
5,478.3
-0.56%
2.140
-0.01%
0.000
+15.11%
+6.45%
132,254.0
 
VTWO
Vanguard Russell 2000 Index Fund
52,543
4,237.6
+2.22%
1.650
+0.04%
0.040
+22.75%
+0.03%
11,777.3
 

Windward Private Wealth Management Inc.'s Historical Top Holdings Breakdowns

Windward Private Wealth Management Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Add
Add
+0.20%
●
76.94 ($77.63) 78.28
$78.20
0.73%
Add 0.86%
772,307
6,607
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
2025-03-31
Reduce
Reduce
-0.17%
●
29.82 ($29.96) 30.1
$30.02
0.20%
Reduce -35.64%
25,911
-14,351
BIV
Vanguard Intermediate-Term Bond ETF
2025-03-31
Add
Add
+0.15%
●
73.78 ($75.44) 76.59
$76.52
1.43%
Add 1.69%
302,242
5,014
VIG
Vanguard Dividend Appreciation FTF
2025-03-31
Reduce
Reduce
-0.12%
●
190.34 ($198.85) 205.23
$206.49
3.84%
Reduce -4.03%
37,866
-1,590
IYE
iShares U.S. Energy ETF
2025-03-31
Sold Out
Sold Out
-0.09%
●
45.22 ($47.67) 49.95
$45.88
-3.75%
Sold Out
0
-4,942
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
2025-03-31
Add
Add
+0.08%
●
44.68 ($45.73) 46.49
$45.83
0.22%
Add 1.44%
321,309
4,553
IWO
iShares Russell 2000 Growth ETF
2025-03-31
Sold Out
Sold Out
-0.08%
●
254.58 ($282.23) 302.92
$287.80
1.97%
Sold Out
0
-697
MSFT
Microsoft Corp
2025-03-31
Sold Out
Sold Out
-0.08%
●
375.39 ($407.71) 447.2
$497.72
22.08%
Sold Out
0
-492
PNC
PNC Financial Services Group Inc
2025-03-31
Sold Out
Sold Out
-0.08%
●
168.84 ($188.77) 202.89
$196.25
3.96%
Sold Out
0
-1,080
VWO
Vanguard FTSE Emerging Markets ETF
2025-03-31
Add
Add
+0.07%
●
42.5 ($45.01) 46.71
$49.43
9.82%
Add 1.6%
257,856
4,051

Windward Private Wealth Management Inc. Total Holding History ($B)

To

Windward Private Wealth Management Inc.'s Asset Allocation

To

Windward Private Wealth Management Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Windward Private Wealth Management Inc.'s Hypothetical Growth since 2025-03-31

Windward Private Wealth Management Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Windward Private Wealth Management Inc.'s Holdings Heat Map

Size field:

Windward Private Wealth Management Inc.'s Holdings Bubble Chart

Windward Private Wealth Management Inc. News

  • 1

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