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
426
$9K ﹤0.01%
1,200
+450
427
$9K ﹤0.01%
95
-20
428
$9K ﹤0.01%
515
429
$9K ﹤0.01%
102
430
$8K ﹤0.01%
129
431
$8K ﹤0.01%
300
432
$8K ﹤0.01%
91
433
$8K ﹤0.01%
71
434
$8K ﹤0.01%
400
435
$8K ﹤0.01%
200
436
$8K ﹤0.01%
150
437
$8K ﹤0.01%
200
438
$8K ﹤0.01%
600
439
$7K ﹤0.01%
195
440
$7K ﹤0.01%
796
441
$7K ﹤0.01%
155
442
$7K ﹤0.01%
55
443
$7K ﹤0.01%
150
444
$7K ﹤0.01%
700
445
$7K ﹤0.01%
642
446
$6K ﹤0.01%
188
447
$6K ﹤0.01%
2,115
448
$6K ﹤0.01%
150
-41,950
449
$6K ﹤0.01%
50
450
$6K ﹤0.01%
158
16 17
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19 20