WIC
Woodmont Investment Counsel Portfolio holdings
AUM
$1.52B
1-Year Return
14.1%
This Quarter Return
+7.17%
1 Year Return
+14.1%
3 Year Return
+52.01%
5 Year Return
+100.14%
10 Year Return
+171.03%
AUM
$1.19B
AUM Growth
+$118M
(+11%)
Cap. Flow
+$47.7M
Cap. Flow
% of AUM
4.02%
Top 10 Holdings %
Top 10 Hldgs %
40.91%
Holding
372
New
132
Increased
90
Reduced
106
Closed
6
Top Buys
| 1 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
+$21.6M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$3.44M |
| 3 |
Vanguard Value ETF
VTV
|
+$3.06M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$2.94M |
| 5 |
Vanguard Growth ETF
VUG
|
+$2.92M |
Top Sells
Sector Composition
| 1 | Technology | 10.06% |
| 2 | Healthcare | 8.42% |
| 3 | Financials | 6.69% |
| 4 | Industrials | 4.45% |
| 5 | Consumer Staples | 4.34% |
