WIC

Woodmont Investment Counsel Portfolio holdings

AUM $1.6B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.38B
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$6.97M
3
+$6.51M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$6.09M
5
SNEX icon
StoneX
SNEX
+$5.63M

Top Sells

1
+$8.61M
2
+$5.84M
3
+$3.24M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.29M
5
GTLS icon
Chart Industries
GTLS
+$1.29M

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 Change
in Stake 		Capital Flow
276
– –
-4,344
277
– –
-2,412
278
– –
-8,661
8 9 10 11
12