WDC
Woodward Diversified Capital Portfolio holdings
AUM
$198M
This Quarter Return
-1.18%
1 Year Return
+26.1%
3 Year Return
+72.67%
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(+4.8%)
Cap. Flow
+$8.71M
Cap. Flow
% of AUM
6.27%
Top 10 Holdings %
Top 10 Hldgs %
37.25%
Holding
168
New
21
Increased
85
Reduced
28
Closed
16
Top Buys
| 1 |
Vanguard Energy ETF
VDE
|
$1.27M |
| 2 |
Genelux
GNLX
|
$1.09M |
| 3 |
Mercado Libre
MELI
|
$1.06M |
| 4 |
RH
RH
|
$848K |
| 5 |
Twilio
TWLO
|
$657K |
Top Sells
Sector Composition
| 1 | Technology | 23.01% |
| 2 | Energy | 15.61% |
| 3 | Financials | 9.97% |
| 4 | Healthcare | 9.61% |
| 5 | Consumer Discretionary | 6.78% |
