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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
$1.51B
AUM Growth
-$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$12.7M
3
+$2.84M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.56M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$2.54M

Top Sells

1
+$23.5M
2
+$8.22M
3
+$8.16M
4
SMOT icon
VanEck Morningstar SMID Moat ETF
SMOT
+$5.5M
5
LYB icon
LyondellBasell Industries
LYB
+$5.23M

Sector Composition

1 Technology 11.07%
2 Financials 8.14%
3 Healthcare 6.81%
4 Communication Services 2.81%
5 Consumer Staples 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$291K 0.02%
+11,155
227
$290K 0.02%
1,577
-73
228
$285K 0.02%
3,734
229
$285K 0.02%
23,790
+864
230
$283K 0.02%
6,350
231
$283K 0.02%
6,707
-71
232
$280K 0.02%
2,498
+24
233
$276K 0.02%
3,450
-28
234
$269K 0.02%
36,147
235
$265K 0.02%
10,031
+1,275
236
$264K 0.02%
4,585
+514
237
$260K 0.02%
2,200
238
$255K 0.02%
2,050
+72
239
$249K 0.02%
1,539
-78
240
$244K 0.02%
8,650
241
$244K 0.02%
9,267
242
$241K 0.02%
1,291
-143
243
$241K 0.02%
10,643
244
$232K 0.02%
8,194
245
$229K 0.02%
1,161
-63
246
$229K 0.02%
2,079
247
$228K 0.02%
2,970
+26
248
$224K 0.01%
3,005
249
$223K 0.01%
7,799
-3,364
250
$221K 0.01%
523
8 9
10
11 12