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
451
$7K ﹤0.01%
+425
452
$6K ﹤0.01%
+129
453
$6K ﹤0.01%
+100
454
$6K ﹤0.01%
+158
455
$6K ﹤0.01%
+75
456
$5K ﹤0.01%
+480
457
$5K ﹤0.01%
+163
458
$5K ﹤0.01%
+100
459
$5K ﹤0.01%
+50
460
$5K ﹤0.01%
+45
461
$5K ﹤0.01%
+52
462
$5K ﹤0.01%
+111
463
$5K ﹤0.01%
+50
464
$5K ﹤0.01%
+350
465
$5K ﹤0.01%
+350
466
$5K ﹤0.01%
+100
467
$5K ﹤0.01%
+232
468
$4K ﹤0.01%
+150
469
$4K ﹤0.01%
+350
470
$4K ﹤0.01%
+76
471
$4K ﹤0.01%
+67
472
$4K ﹤0.01%
+66
473
$4K ﹤0.01%
+48
474
$4K ﹤0.01%
+102
475
$4K ﹤0.01%
+500