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
401
$12K ﹤0.01%
800
402
$12K ﹤0.01%
1,200
+700
403
$12K ﹤0.01%
250
-250
404
$12K ﹤0.01%
250
405
$12K ﹤0.01%
1,000
406
$11K ﹤0.01%
825
407
$11K ﹤0.01%
+1,200
408
$11K ﹤0.01%
900
409
$11K ﹤0.01%
80
410
$11K ﹤0.01%
159
411
$11K ﹤0.01%
200
412
$10K ﹤0.01%
110
413
$10K ﹤0.01%
50
414
$10K ﹤0.01%
500
415
$10K ﹤0.01%
202
416
$10K ﹤0.01%
675
417
$10K ﹤0.01%
400
418
$10K ﹤0.01%
325
419
$10K ﹤0.01%
201
420
$10K ﹤0.01%
399
421
$9K ﹤0.01%
2,000
422
$9K ﹤0.01%
250
423
$9K ﹤0.01%
255
424
$9K ﹤0.01%
+1,200
425
$9K ﹤0.01%
399
15 16
17
18 19