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
426
$14K ﹤0.01%
+15
427
$14K ﹤0.01%
+211
428
$13K ﹤0.01%
+139
429
$13K ﹤0.01%
+100
430
$13K ﹤0.01%
+292
431
$13K ﹤0.01%
+300
432
$13K ﹤0.01%
+248
433
$13K ﹤0.01%
+250
434
$13K ﹤0.01%
+204
435
$13K ﹤0.01%
+100
436
$13K ﹤0.01%
+515
437
$12K ﹤0.01%
+104
438
$12K ﹤0.01%
+130
439
$12K ﹤0.01%
+200
440
$12K ﹤0.01%
+98
441
$12K ﹤0.01%
+183
442
$12K ﹤0.01%
+250
443
$12K ﹤0.01%
+80
444
$12K ﹤0.01%
+100
445
$12K ﹤0.01%
+99
446
$12K ﹤0.01%
+119
447
$12K ﹤0.01%
+54
448
$12K ﹤0.01%
+400
449
$12K ﹤0.01%
+600
450
$12K ﹤0.01%
+200
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