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
$340M
AUM Growth
-$365M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$8.56M
2
+$2.16M
3
+$1.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.23M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.18M

Top Sells

1
+$27.2M
2
+$16.8M
3
+$13.1M
4
ACN icon
Accenture
ACN
+$12.9M
5
BLK icon
Blackrock
BLK
+$10.9M

Sector Composition

1 Financials 8.97%
2 Healthcare 0.55%
3 Industrials 0.51%
4 Technology 0.28%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
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