WIC
Woodmont Investment Counsel Portfolio holdings
AUM
$1.52B
1-Year Return
14.1%
This Quarter Return
-7.73%
1 Year Return
+14.1%
3 Year Return
+52.01%
5 Year Return
+100.14%
10 Year Return
+171.03%
AUM
$328M
AUM Growth
-$16.9M
(-4.9%)
Cap. Flow
+$9.25M
Cap. Flow
% of AUM
2.82%
Top 10 Holdings %
Top 10 Hldgs %
26.04%
Holding
596
New
42
Increased
91
Reduced
133
Closed
40
Top Buys
| 1 |
Alerian MLP ETF
AMLP
|
+$4.57M |
| 2 |
WisdomTree International Equity Fund
DWM
|
+$2.78M |
| 3 |
Garmin
GRMN
|
+$1.83M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
+$1.64M |
| 5 |
Norfolk Southern
NSC
|
+$1.22M |
Top Sells
Sector Composition
| 1 | Healthcare | 9.71% |
| 2 | Technology | 7.88% |
| 3 | Financials | 7.82% |
| 4 | Industrials | 7.3% |
| 5 | Consumer Staples | 6.27% |
