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
$331M
AUM Growth
-$9.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$2.27M
3 +$2.16M
4
REK icon
ProShares Short Real Estate
REK
+$1.73M
5
AAPL icon
Apple
AAPL
+$1.37M

Sector Composition

1 Healthcare 10.17%
2 Technology 7.95%
3 Industrials 7.58%
4 Financials 7.01%
5 Consumer Staples 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$6K ﹤0.01%
100
452
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430
453
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30
-55
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+4,198
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$6K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
480
459
$5K ﹤0.01%
+113
460
$5K ﹤0.01%
+260
461
$5K ﹤0.01%
50
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+35
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100
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466
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$4K ﹤0.01%
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468
$4K ﹤0.01%
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469
$4K ﹤0.01%
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470
$4K ﹤0.01%
163
471
$4K ﹤0.01%
492
472
$4K ﹤0.01%
675
473
$4K ﹤0.01%
67
474
$4K ﹤0.01%
45
475
$4K ﹤0.01%
100