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
476
$4K ﹤0.01%
175
477
$3K ﹤0.01%
800
478
$3K ﹤0.01%
91
479
$3K ﹤0.01%
75
480
$3K ﹤0.01%
53
481
$3K ﹤0.01%
191
482
$3K ﹤0.01%
35
483
$3K ﹤0.01%
26
484
$3K ﹤0.01%
78
485
$3K ﹤0.01%
3
-2
486
$3K ﹤0.01%
167
487
$3K ﹤0.01%
461
488
$2K ﹤0.01%
25
489
$2K ﹤0.01%
25
490
$2K ﹤0.01%
100
-375
491
$2K ﹤0.01%
90
492
$2K ﹤0.01%
11
493
$2K ﹤0.01%
65
494
$2K ﹤0.01%
76
495
$2K ﹤0.01%
100
496
$2K ﹤0.01%
33
497
$2K ﹤0.01%
500
498
$2K ﹤0.01%
116
499
$2K ﹤0.01%
25
500
$2K ﹤0.01%
175
18 19
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