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WIC
Woodmont Investment Counsel Portfolio holdings
AUM
$1.62B
1-Year Est. Return
18.92%
This Fund
S&P 500
1 Year Est. Return
+18.92%
AUM
$328M
AUM Growth
-$16.9M
(-4.9%)
Holding
596
Top Buys
| 1 | +$5.33M | |
| 2 | +$3.01M | |
| 3 | +$2.03M | |
| 4 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$1.81M |
| 5 |
Brookdale Senior Living
BKD
|
+$1.44M |
Top Sells
| 1 | +$2.85M | |
| 2 | +$2.27M | |
| 3 | +$1.75M | |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$1.31M |
| 5 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
+$1.28M |
Sector Composition
| 1 | Healthcare | 9.71% |
| 2 | Technology | 7.88% |
| 3 | Financials | 7.82% |
| 4 | Industrials | 7.3% |
| 5 | Consumer Staples | 6.27% |