WIC

Woodmont Investment Counsel Portfolio holdings

AUM $1.52B
1-Year Est. Return 14.1%
This Quarter Est. Return
1 Year Est. Return
+14.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$331M
AUM Growth
-$9.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.27M
3
+$2.16M
4
REK icon
ProShares Short Real Estate
REK
+$1.73M
5
AAPL icon
Apple
AAPL
+$1.37M

Top Sells

1
+$10.1M
2
+$2.65M
3
+$2.04M
4
CB
CHUBB CORPORATION
CB
+$1.84M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.73M

Sector Composition

1 Healthcare 10.17%
2 Technology 7.95%
3 Industrials 7.58%
4 Financials 7.01%
5 Consumer Staples 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$53K 0.02%
606
252
$53K 0.02%
500
253
$53K 0.02%
1,400
254
$52K 0.02%
500
255
$52K 0.02%
902
+167
256
$51K 0.02%
435
-50
257
$51K 0.02%
640
258
$50K 0.02%
700
259
$50K 0.02%
1,964
260
$50K 0.02%
400
261
$50K 0.02%
1,014
262
$49K 0.01%
1,050
-550
263
$48K 0.01%
550
264
$47K 0.01%
5,000
265
$47K 0.01%
1,286
266
$47K 0.01%
4,025
267
$47K 0.01%
731
268
$47K 0.01%
598
269
$46K 0.01%
3,300
270
$46K 0.01%
486
271
$45K 0.01%
750
272
$44K 0.01%
291
273
$43K 0.01%
599
274
$43K 0.01%
1,082
275
$42K 0.01%
650
9 10
11
12 13