WIC

Whitegate Investment Counselors Portfolio holdings

AUM $304M
1-Year Est. Return 11.03%
This Quarter Est. Return
1 Year Est. Return
+11.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$2.46M
2 +$2.19M
3 +$2.03M
4
FDX icon
FedEx
FDX
+$873K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$845K

Top Sells

1 +$4.66M
2 +$2.66M
3 +$1.32M
4
WFC icon
Wells Fargo
WFC
+$1.04M
5
ABBV icon
AbbVie
ABBV
+$1.03M

Sector Composition

1 Healthcare 9.72%
2 Financials 9.24%
3 Technology 7.83%
4 Industrials 6.21%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-71,364