WIC
Woodmont Investment Counsel Portfolio holdings
AUM
$1.52B
1-Year Return
14.1%
This Quarter Return
+2.42%
1 Year Return
+14.1%
3 Year Return
+52.01%
5 Year Return
+100.14%
10 Year Return
+171.03%
AUM
$348M
AUM Growth
-$836K
(-0.24%)
Cap. Flow
-$6.56M
Cap. Flow
% of AUM
-1.89%
Top 10 Holdings %
Top 10 Hldgs %
26.82%
Holding
769
New
9
Increased
68
Reduced
81
Closed
579
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$2.67M |
| 2 |
iShares MSCI India ETF
INDA
|
+$2.1M |
| 3 |
Apple
AAPL
|
+$2.1M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
+$1.96M |
| 5 |
Diageo
DEO
|
+$1.65M |
Top Sells
| 1 |
ProShares Short Real Estate
REK
|
+$2.86M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$2.37M |
| 3 |
ProShares Short Russell2000
RWM
|
+$1.71M |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
+$1.67M |
| 5 |
VanEck Pharmaceutical ETF
PPH
|
+$1.37M |
Sector Composition
| 1 | Healthcare | 9.15% |
| 2 | Technology | 8.66% |
| 3 | Financials | 7.58% |
| 4 | Industrials | 7.18% |
| 5 | Consumer Staples | 6.75% |
