WIC
Whitegate Investment Counselors Portfolio holdings
AUM
$295M
1-Year Return
13%
This Quarter Return
+2.8%
1 Year Return
+13%
3 Year Return
+42.57%
5 Year Return
+70.54%
10 Year Return
–
AUM
$360M
AUM Growth
–
Cap. Flow
+$360M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.84%
Holding
153
New
153
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$16.9M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$16.3M |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$12M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$10.3M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$9.95M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 12.01% |
| 2 | Financials | 9.19% |
| 3 | Technology | 8.99% |
| 4 | Industrials | 7.12% |
| 5 | Consumer Staples | 5.98% |
