WIC
Woodmont Investment Counsel Portfolio holdings
AUM
$1.52B
1-Year Est. Return
14.1%
1 Year Est. Return
+14.1%
AUM
$1.38B
AUM Growth
+$32.3M
(+2.4%)
Holding
278
Top Buys
| 1 | +$7.89M | |
| 2 | +$6.91M | |
| 3 | +$5.78M | |
| 4 |
StoneX
SNEX
|
+$5.69M |
| 5 |
VanEck Semiconductor ETF
SMH
|
+$5.37M |
Top Sells
| 1 | +$8.35M | |
| 2 | +$5.15M | |
| 3 | +$2.97M | |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$1.23M |
| 5 |
Chart Industries
GTLS
|
+$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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.8B
| – | – |
-2,412
|
|
||
277
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.18B
| – | – |
-8,661
|
|
||
278
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.97B
| – | – |
-10,000
|
|