Windward Private Wealth Management Inc.

Q3 2023 vs. Q4 2020 Portfolio Holdings

Period
Q3 2023
Q4 2020
Holdings as of
September 30, 2023
December 31, 2020
Value $
$221M
$214M
Num holdings
47
43
Form type
13F-HR
13F-HR
Date filed
11/3/2023, 06:03 PM
1/25/2021, 09:27 PM