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
351
$18K 0.01%
253
352
$17K 0.01%
234
353
$17K 0.01%
165
354
$17K 0.01%
476
355
$17K 0.01%
489
356
$17K 0.01%
400
357
$17K 0.01%
430
358
$17K 0.01%
881
359
$17K 0.01%
300
360
$17K 0.01%
+750
361
$17K 0.01%
1,200
362
$16K ﹤0.01%
1,064
363
$16K ﹤0.01%
1,549
364
$16K ﹤0.01%
1,597
365
$16K ﹤0.01%
678
366
$16K ﹤0.01%
500
367
$16K ﹤0.01%
400
368
$16K ﹤0.01%
1,000
369
$16K ﹤0.01%
850
370
$15K ﹤0.01%
1,000
371
$15K ﹤0.01%
250
372
$15K ﹤0.01%
540
373
$15K ﹤0.01%
275
374
$15K ﹤0.01%
250
375
$15K ﹤0.01%
125
13 14
15
16 17