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
$9.88M
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$686K

Top Sells

1
+$46M
2
+$13.3M
3
+$2.98M
4
AMZN icon
Amazon
AMZN
+$1.85M
5
DUK icon
Duke Energy
DUK
+$1.12M

Sector Composition

1 Financials 14.7%
2 Healthcare 12.54%
3 Consumer Staples 9.64%
4 Energy 8.02%
5 Technology 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
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