WIC

Woodmont Investment Counsel Portfolio holdings

AUM $1.6B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$3.78M
3
+$2.5M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.43M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.36M

Top Sells

1
+$1.31M
2
+$1.24M
3
+$1.24M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.22M
5
SNEX icon
StoneX
SNEX
+$1.13M

Sector Composition

1 Healthcare 10.02%
2 Technology 8.16%
3 Industrials 6.89%
4 Consumer Staples 6.64%
5 Financials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$19K 0.01%
+228
377
$18K 0.01%
+1,191
378
$18K 0.01%
+1,597
379
$18K 0.01%
+600
380
$18K 0.01%
+430
381
$18K 0.01%
+476
382
$17K ﹤0.01%
+500
383
$17K ﹤0.01%
+1,064
384
$17K ﹤0.01%
+260
385
$17K ﹤0.01%
+334
386
$17K ﹤0.01%
+678
387
$17K ﹤0.01%
+80
388
$17K ﹤0.01%
+275
389
$17K ﹤0.01%
+250
390
$17K ﹤0.01%
+95
391
$17K ﹤0.01%
+346
392
$17K ﹤0.01%
+300
393
$17K ﹤0.01%
+800
394
$17K ﹤0.01%
+465
395
$17K ﹤0.01%
+234
396
$16K ﹤0.01%
+250
397
$16K ﹤0.01%
+201
398
$16K ﹤0.01%
+540
399
$16K ﹤0.01%
+141
400
$16K ﹤0.01%
+336
14 15
16
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