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WIC

Woodmont Investment Counsel Portfolio holdings

AUM $1.62B
1-Year Est. Return 18.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.92%
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
+$8.68M
2
+$2.13M
3
+$2.04M
4
REK icon
ProShares Short Real Estate
REK
+$1.89M
5
AAPL icon
Apple
AAPL
+$1.25M

Top Sells

1
+$10.1M
2
+$2.64M
3
+$2.22M
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
551
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-9,835
552
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0
553
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8
554
$0 ﹤0.01%
7
555
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-800
556
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-36
557
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558
$0 ﹤0.01%
1,225
559
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-1,717
560
$0 ﹤0.01%
7
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561
$0 ﹤0.01%
13
562
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-223
563
– –
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564
– –
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565
$0 ﹤0.01%
2
566
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2
567
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-550
568
$0 ﹤0.01%
256
569
– –
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570
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571
$0 ﹤0.01%
7
572
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$0 ﹤0.01%
4
575
$0 ﹤0.01%
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