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
451
$12K ﹤0.01%
+1,000
452
$12K ﹤0.01%
+108
453
$12K ﹤0.01%
240
454
$12K ﹤0.01%
+186
455
$11K ﹤0.01%
+114
456
$11K ﹤0.01%
+725
457
$11K ﹤0.01%
+367
458
$11K ﹤0.01%
+800
459
$11K ﹤0.01%
+155
460
$11K ﹤0.01%
+162
461
$11K ﹤0.01%
+170
462
$11K ﹤0.01%
+152
463
$11K ﹤0.01%
+140
464
$11K ﹤0.01%
+250
465
$11K ﹤0.01%
+200
466
$10K ﹤0.01%
+98
467
$10K ﹤0.01%
+2,000
468
$10K ﹤0.01%
+202
469
$10K ﹤0.01%
+675
470
$10K ﹤0.01%
+399
471
$10K ﹤0.01%
+400
472
$10K ﹤0.01%
+575
473
$10K ﹤0.01%
+201
474
$10K ﹤0.01%
+240
475
$9K ﹤0.01%
+55
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