WCAMG

Woodard & Company Asset Management Group Portfolio holdings

AUM $616M
1-Year Est. Return 17.91%
This Quarter Est. Return
1 Year Est. Return
+17.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.9M
AUM Growth
+$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

1 +$450K
2 +$227K

Sector Composition

1 Financials 13.05%
2 Healthcare 10.53%
3 Consumer Staples 10.17%
4 Energy 7.9%
5 Technology 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$0 ﹤0.01%
60,070
27
-3,372