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
326
$15.3K ﹤0.01%
+681
327
$13.9K ﹤0.01%
+750
328
$13.7K ﹤0.01%
+325
329
$12.4K ﹤0.01%
+252
330
$11.1K ﹤0.01%
+408
331
$10.3K ﹤0.01%
+150
332
$10.1K ﹤0.01%
+88
333
$10.1K ﹤0.01%
+30
334
$9.49K ﹤0.01%
+100
335
$9K ﹤0.01%
+197
336
$8.8K ﹤0.01%
+247
337
$8.31K ﹤0.01%
+144
338
$8.21K ﹤0.01%
+155
339
$7.28K ﹤0.01%
+81
340
$6.92K ﹤0.01%
+495
341
$5.94K ﹤0.01%
+336
342
$5.93K ﹤0.01%
+250
343
$5.74K ﹤0.01%
+178
344
$5.6K ﹤0.01%
+72
345
$5.55K ﹤0.01%
+102
346
$5.32K ﹤0.01%
+70
347
$5.05K ﹤0.01%
+100
348
$4.48K ﹤0.01%
+195
349
$4.36K ﹤0.01%
+178
350
$4.34K ﹤0.01%
+100