WIC
Woodmont Investment Counsel Portfolio holdings
AUM $1.38B
AUM
$1.38B
AUM Growth
+$32.3M (+2%)
Cap. Flow
+$64.7M
Cap. Flow % of AUM
4.67%
Top 10 Holdings %Top 10 Hldgs %
41.86%
Holding
278
New
19
Increased
107
Reduced
101
Closed
8
Top Buys
| 1 | $10.6M | |
| 2 | $7.89M | |
| 3 | $6.91M | |
| 4 | $5.78M | |
| 5 | $5.37M |
Top Sells
| 1 | $8.35M | |
| 2 | $5.15M | |
| 3 | $2.97M | |
| 4 | $1.23M | |
| 5 | $1.01M |
Sector Composition
| 1 | Technology | 9.88% |
| 2 | Financials | 8.2% |
| 3 | Healthcare | 7.89% |
| 4 | Consumer Staples | 3.48% |
| 5 | Industrials | 3.02% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -4,344 | Closed | – | |||
| $0 | 0% | 0 -2,412 | Closed | – | |||
| $0 | 0% | 0 -8,661 | Closed | – |
