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
401
$13K ﹤0.01%
+1,000
402
$13K ﹤0.01%
+500
403
$13K ﹤0.01%
+5
404
$13K ﹤0.01%
+200
405
$13K ﹤0.01%
+253
406
$13K ﹤0.01%
+169
407
$12K ﹤0.01%
+188
408
$12K ﹤0.01%
+234
409
$12K ﹤0.01%
+300
410
$12K ﹤0.01%
+800
411
$12K ﹤0.01%
+100
412
$12K ﹤0.01%
+1,200
413
$11K ﹤0.01%
+222
414
$11K ﹤0.01%
+200
415
$11K ﹤0.01%
+202
416
$11K ﹤0.01%
+155
417
$11K ﹤0.01%
+250
418
$11K ﹤0.01%
+5
419
$11K ﹤0.01%
+102
420
$11K ﹤0.01%
+850
421
$10K ﹤0.01%
+255
422
$10K ﹤0.01%
+500
423
$10K ﹤0.01%
+1,000
424
$10K ﹤0.01%
+1,000
425
$10K ﹤0.01%
+500