WAM

Wood Asset Management Portfolio holdings

AUM $99.6M
1-Year Est. Return 18.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$312M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$5.02M
3
+$4.34M
4
FLR icon
Fluor
FLR
+$2.7M
5
WEC icon
WEC Energy
WEC
+$2.3M

Top Sells

1
+$6.53M
2
+$5.6M
3
+$4.98M
4
DD icon
DuPont de Nemours
DD
+$4.63M
5
DINO icon
HF Sinclair
DINO
+$3.92M

Sector Composition

1 Financials 24.57%
2 Healthcare 18.63%
3 Technology 14.36%
4 Energy 10.52%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,312
77
– –
-14,840
1 2 3
4