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
376
$16K ﹤0.01%
+85
377
$16K ﹤0.01%
+1,000
378
$15K ﹤0.01%
+678
379
$15K ﹤0.01%
+400
380
$15K ﹤0.01%
+346
381
$15K ﹤0.01%
+400
382
$15K ﹤0.01%
+300
383
$15K ﹤0.01%
+683
384
$14K ﹤0.01%
+91
385
$14K ﹤0.01%
+110
386
$14K ﹤0.01%
+392
387
$14K ﹤0.01%
+250
388
$14K ﹤0.01%
+2,000
389
$14K ﹤0.01%
+224
390
$14K ﹤0.01%
+1,000
391
$14K ﹤0.01%
+1,074
392
$14K ﹤0.01%
+540
393
$14K ﹤0.01%
+250
394
$14K ﹤0.01%
+125
395
$14K ﹤0.01%
+700
396
$14K ﹤0.01%
+200
397
$13K ﹤0.01%
+464
398
$13K ﹤0.01%
+500
399
$13K ﹤0.01%
+200
400
$13K ﹤0.01%
+500