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
$665M
AUM Growth
+$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$9.32M
2 +$3.07M
3 +$1.83M
4
GPN icon
Global Payments
GPN
+$1.6M
5
FRC
First Republic Bank
FRC
+$1.48M

Top Sells

1 +$6.18M
2 +$2.87M
3 +$2.13M
4
UHS icon
Universal Health Services
UHS
+$1.48M
5
SNA icon
Snap-on
SNA
+$1.05M

Sector Composition

1 Healthcare 8.8%
2 Consumer Discretionary 7.78%
3 Industrials 7.69%
4 Financials 6.22%
5 Technology 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$355K 0.05%
1,479
-50
52
$347K 0.05%
2,672
53
$323K 0.05%
4,335
54
$226K 0.03%
2,626
55
$13K ﹤0.01%
+1,334