WIC

Woodmont Investment Counsel Portfolio holdings

AUM $1.6B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
426
$9K ﹤0.01%
+1,200
427
$9K ﹤0.01%
255
428
$9K ﹤0.01%
250
429
$9K ﹤0.01%
2,000
430
$8K ﹤0.01%
200
431
$8K ﹤0.01%
150
432
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200
433
$8K ﹤0.01%
400
434
$8K ﹤0.01%
71
435
$8K ﹤0.01%
91
436
$8K ﹤0.01%
300
437
$8K ﹤0.01%
129
438
$8K ﹤0.01%
600
439
$7K ﹤0.01%
642
440
$7K ﹤0.01%
700
441
$7K ﹤0.01%
150
442
$7K ﹤0.01%
55
443
$7K ﹤0.01%
155
444
$7K ﹤0.01%
796
445
$7K ﹤0.01%
195
446
$6K ﹤0.01%
150
-41,950
447
$6K ﹤0.01%
50
448
$6K ﹤0.01%
158
449
$6K ﹤0.01%
100
450
$6K ﹤0.01%
134
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