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
$1.19B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1 +$21.6M
2 +$3.44M
3 +$3.06M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.94M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.92M

Sector Composition

1 Technology 10.06%
2 Healthcare 8.42%
3 Financials 6.69%
4 Industrials 4.45%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$51.1K ﹤0.01%
+250
302
$50.3K ﹤0.01%
+382
303
$50.2K ﹤0.01%
+1,081
304
$49.2K ﹤0.01%
+458
305
$43.9K ﹤0.01%
+600
306
$43K ﹤0.01%
+905
307
$40.6K ﹤0.01%
+221
308
$39K ﹤0.01%
+755
309
$38.8K ﹤0.01%
+455
310
$36.6K ﹤0.01%
+150
311
$32K ﹤0.01%
+345
312
$31.8K ﹤0.01%
+1,116
313
$30K ﹤0.01%
+972
314
$28.1K ﹤0.01%
+150
315
$26.9K ﹤0.01%
+654
316
$26.6K ﹤0.01%
+400
317
$26.6K ﹤0.01%
10,000
318
$26.2K ﹤0.01%
+1,036
319
$25.5K ﹤0.01%
+335
320
$24.5K ﹤0.01%
+406
321
$20.3K ﹤0.01%
+155
322
$20.1K ﹤0.01%
+424
323
$20K ﹤0.01%
+400
324
$19.1K ﹤0.01%
+464
325
$18.3K ﹤0.01%
+70