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  Name: Windward Private Wealth Management Inc.
  City: OVERLAND PARK
  State: KS
  Zip: 66210
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $238,535,000
  Total Value Change : $17,491,000
  Securities Held Change : 1
   
All Securities Held : 48
  New Positions : 4
  Closed Positions : 3
  Increased Positions : 19
  Unchanged Positions : 3
  Decreased Positions : 22

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Holdings Found : 3     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IWO)1 Year Chart         IWO iShares Russell 2000 Growth 51 Closed $259.92 $0 0 0% -210,000 -936 0    Closed - End Fund - E...
   (VGIT)1 Year Chart         VGIT Vanguard Intermediate -Ter 50 Closed $57.66 $0 0 0% -2,293,000 -40,124 0    Closed - End Fund - Debt
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 49 Closed $53.31 $0 0 0% -236,000 -4,950 0    N/A

      3 Records Found
  1    
Page 1 of 1
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