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
376
$15K ﹤0.01%
+5,371
377
$14K ﹤0.01%
464
378
$14K ﹤0.01%
+800
379
$14K ﹤0.01%
1,074
380
$14K ﹤0.01%
300
381
$14K ﹤0.01%
450
382
$14K ﹤0.01%
155
383
$14K ﹤0.01%
346
384
$14K ﹤0.01%
88
-100
385
$14K ﹤0.01%
700
386
$14K ﹤0.01%
683
387
$14K ﹤0.01%
200
388
$13K ﹤0.01%
100
389
$13K ﹤0.01%
222
390
$13K ﹤0.01%
100
391
$13K ﹤0.01%
375
-501
392
$13K ﹤0.01%
200
393
$13K ﹤0.01%
1,000
394
$13K ﹤0.01%
301
-450
395
$13K ﹤0.01%
211
396
$13K ﹤0.01%
200
397
$13K ﹤0.01%
30
398
$13K ﹤0.01%
+2,939
399
$12K ﹤0.01%
300
400
$12K ﹤0.01%
1,150
-1,400
14 15
16
17 18