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
$596M
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$2.76M
2 +$2.55M
3 +$2.39M
4
THC icon
Tenet Healthcare
THC
+$2.12M
5
GPN icon
Global Payments
GPN
+$2M

Top Sells

1 +$4.3M
2 +$258K
3 +$23.6K
4
MSFT icon
Microsoft
MSFT
+$17.7K
5
AAPL icon
Apple
AAPL
+$3.45K

Sector Composition

1 Industrials 9.26%
2 Consumer Discretionary 7.44%
3 Healthcare 7.03%
4 Financials 5.68%
5 Technology 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$356K 0.06%
1,529
-76
52
$289K 0.05%
4,335
53
$207K 0.03%
2,626
54
-735