WIC
Whitegate Investment Counselors Portfolio holdings
AUM
$295M
1-Year Return
13%
This Quarter Return
+1.68%
1 Year Return
+13%
3 Year Return
+42.57%
5 Year Return
+70.54%
10 Year Return
–
AUM
$365M
AUM Growth
–
Cap. Flow
+$365M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.93%
Holding
149
New
149
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$16.5M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$16.3M |
| 3 |
SPDR S&P Dividend ETF
SDY
|
+$11.7M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$10.1M |
| 5 |
Vanguard Growth ETF
VUG
|
+$9.99M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 10.56% |
| 2 | Technology | 9.04% |
| 3 | Financials | 9.01% |
| 4 | Industrials | 7.76% |
| 5 | Consumer Staples | 5.61% |
