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
$345M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Sells

1 +$918K
2 +$812K
3 +$771K
4
SNEX icon
StoneX
SNEX
+$636K
5
AAOI icon
Applied Optoelectronics
AAOI
+$539K

Sector Composition

1 Healthcare 10.08%
2 Financials 8.05%
3 Technology 7.26%
4 Industrials 6.86%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$26K 0.01%
+500
327
$26K 0.01%
+900
328
$26K 0.01%
+500
329
$26K 0.01%
+600
330
$25K 0.01%
+440
331
$25K 0.01%
+480
332
$25K 0.01%
+2,000
333
$25K 0.01%
+1,032
334
$25K 0.01%
+1,200
335
$24K 0.01%
+950
336
$24K 0.01%
+190
337
$24K 0.01%
+400
338
$24K 0.01%
+579
339
$23K 0.01%
+400
340
$23K 0.01%
+629
341
$23K 0.01%
+489
342
$22K 0.01%
+200
343
$22K 0.01%
+516
344
$22K 0.01%
+9,835
345
$22K 0.01%
+1,200
346
$22K 0.01%
+2,500
347
$21K 0.01%
+500
348
$21K 0.01%
+400
349
$20K 0.01%
+100
350
$20K 0.01%
+1,125