LWIC

Leith Wheeler Investment Counsel Portfolio holdings

AUM $1.41B
1-Year Est. Return 12.92%
This Quarter Est. Return
1 Year Est. Return
+12.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$341M
AUM Growth
+$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Sells

1 +$2.4M
2 +$1.02M
3 +$630K

Sector Composition

1 Industrials 8.2%
2 Consumer Discretionary 6.75%
3 Real Estate 5.18%
4 Communication Services 5.17%
5 Technology 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$332K 0.1%
851
27
$288K 0.08%
+5,597
28
$266K 0.08%
4,335
29
$226K 0.07%
1,766
30
$201K 0.06%
+747