WCAMG

Woodard & Company Asset Management Group Portfolio holdings

AUM $545M
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.78%
2 Financials 3.94%
3 Industrials 3.7%
4 Healthcare 3.54%
5 Consumer Discretionary 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-570
102
-71,801
103
-456