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
$376M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.6M
3
+$11.5M
4
XOM icon
Exxon Mobil
XOM
+$9.48M
5
MRK icon
Merck
MRK
+$9.19M

Top Sells

No sells this quarter

Sector Composition

1 Financials 22.82%
2 Healthcare 17.53%
3 Technology 13.12%
4 Energy 11.62%
5 Industrials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9K ﹤0.01%
+150
102
$9K ﹤0.01%
+275
103
$9K ﹤0.01%
+218
104
$8K ﹤0.01%
+218
105
$8K ﹤0.01%
+102
106
$8K ﹤0.01%
+400
107
$6K ﹤0.01%
+224
108
$6K ﹤0.01%
+250
109
$6K ﹤0.01%
+140
110
$6K ﹤0.01%
+64
111
$6K ﹤0.01%
+68
112
$6K ﹤0.01%
+138
113
$5K ﹤0.01%
+49
114
$5K ﹤0.01%
+150
115
$5K ﹤0.01%
+81
116
$3K ﹤0.01%
+29
1 2 3 4
5