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
426
$10K ﹤0.01%
+201
427
$10K ﹤0.01%
+214
428
$10K ﹤0.01%
+704
429
$10K ﹤0.01%
+134
430
$9K ﹤0.01%
+420
431
$9K ﹤0.01%
+99
432
$9K ﹤0.01%
+675
433
$9K ﹤0.01%
+230
434
$9K ﹤0.01%
+100
435
$9K ﹤0.01%
+150
436
$9K ﹤0.01%
+137
437
$8K ﹤0.01%
+195
438
$8K ﹤0.01%
+300
439
$8K ﹤0.01%
+71
440
$8K ﹤0.01%
+506
441
$8K ﹤0.01%
+400
442
$8K ﹤0.01%
+200
443
$8K ﹤0.01%
+155
444
$8K ﹤0.01%
+87
445
$7K ﹤0.01%
+250
446
$7K ﹤0.01%
+220
447
$7K ﹤0.01%
+430
448
$7K ﹤0.01%
+308
449
$7K ﹤0.01%
+642
450
$7K ﹤0.01%
+500