WDC
Woodward Diversified Capital Portfolio holdings
AUM
$215M
1-Year Est. Return
30.96%
1 Year Est. Return
+30.96%
AUM
$198M
AUM Growth
+$56.4M
(+40%)
Holding
180
Top Buys
| 1 | +$2.59M | |
| 2 | +$2.12M | |
| 3 | +$1.62M | |
| 4 |
Microsoft
MSFT
|
+$1.48M |
| 5 |
Vanguard Consumer Discretionary ETF
VCR
|
+$1.13M |
Top Sells
| 1 | +$860K | |
| 2 | +$498K | |
| 3 | +$466K | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$364K |
| 5 |
iShares Core High Dividend ETF
HDV
|
+$353K |
Sector Composition
| 1 | Technology | 20.66% |
| 2 | Materials | 12.84% |
| 3 | Financials | 12.18% |
| 4 | Energy | 8.57% |
| 5 | Healthcare | 8.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Ford
F
$53B
| – | – |
-15,850
|
|
||
|
177
iShares Core High Dividend ETF
HDV
$11.9B
| – | – |
-2,915
|
|
||
178
AXS Astoria Inflation Sensitive ETF
PPI
$80.6M
| – | – |
-13,811
|
|
||
179
Vanguard Health Care ETF
VHT
$17.2B
| – | – |
-761
|
|
||
180
Vanguard Real Estate ETF
VNQ
$33.7B
| – | – |
-5,143
|
|