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
276
$42K 0.01%
400
277
$42K 0.01%
3,000
278
$42K 0.01%
709
+9
279
$41K 0.01%
507
-300
280
$40K 0.01%
2,640
281
$40K 0.01%
2,175
282
$39K 0.01%
150
283
$38K 0.01%
500
284
$38K 0.01%
2,798
285
$38K 0.01%
533
-213
286
$37K 0.01%
1,408
287
$37K 0.01%
2,790
288
$37K 0.01%
800
289
$37K 0.01%
1,000
290
$37K 0.01%
1,405
291
$36K 0.01%
475
292
$36K 0.01%
30
293
$36K 0.01%
1,174
294
$35K 0.01%
1,158
295
$35K 0.01%
1,675
296
$35K 0.01%
450
-25
297
$35K 0.01%
794
298
$34K 0.01%
1,600
299
$34K 0.01%
192
300
$34K 0.01%
667
10 11
12
13 14