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
$800M
AUM Growth
-$9.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$3.67M
2 +$3.65M
3 +$2.99M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$2.93M
5
VTV icon
Vanguard Value ETF
VTV
+$2.61M

Top Sells

1 +$2.01M
2 +$1.07M
3 +$670K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$499K
5
VZ icon
Verizon
VZ
+$474K

Sector Composition

1 Healthcare 9.39%
2 Technology 8.83%
3 Financials 7.26%
4 Consumer Staples 5.57%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-6,025
252
-50,575