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
$707M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$5.47M
2 +$3.66M
3 +$2.23M
4
FTDR icon
Frontdoor
FTDR
+$2.01M
5
GPN icon
Global Payments
GPN
+$266K

Top Sells

1 +$27M
2 +$7.3M
3 +$6.57M
4
KEYS icon
Keysight
KEYS
+$847K
5
CBRE icon
CBRE Group
CBRE
+$750K

Sector Composition

1 Consumer Discretionary 8.16%
2 Real Estate 5.81%
3 Industrials 5.54%
4 Technology 5.2%
5 Financials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,450
52
-2,120