WDC
Woodward Diversified Capital Portfolio holdings
AUM
$198M
1-Year Return
26.1%
This Quarter Return
+14.55%
1 Year Return
+26.1%
3 Year Return
+72.67%
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
–
Cap. Flow
+$154M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.13%
Holding
161
New
161
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$12.2M |
| 2 |
Chevron
CVX
|
+$5.94M |
| 3 |
Amazon
AMZN
|
+$5.89M |
| 4 |
Alibaba
BABA
|
+$5.23M |
| 5 |
Microsoft
MSFT
|
+$5.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 15.3% |
| 2 | Consumer Discretionary | 9.99% |
| 3 | Energy | 8.76% |
| 4 | Healthcare | 8.31% |
| 5 | Communication Services | 7.54% |
