We are live on ! Find out more
WIC

Woodmont Investment Counsel Portfolio holdings

AUM $1.62B
1-Year Est. Return 18.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.92%
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 Buys

1
+$4.78M
2
+$3.65M
3
+$3.33M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.25M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.75M

Top Sells

1
+$918K
2
+$890K
3
+$742K
4
SNEX icon
StoneX
SNEX
+$649K
5
PCRX icon
Pacira BioSciences
PCRX
+$569K

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
476
$4K ﹤0.01%
+167
477
$4K ﹤0.01%
+175
478
$4K ﹤0.01%
+90
479
$4K ﹤0.01%
+461
480
$3K ﹤0.01%
+103
481
$3K ﹤0.01%
+191
482
$3K ﹤0.01%
+300
483
$3K ﹤0.01%
+35
484
$3K ﹤0.01%
+33
485
$3K ﹤0.01%
+1,000
486
$3K ﹤0.01%
+190
487
$3K ﹤0.01%
+175
488
$3K ﹤0.01%
+166
489
$3K ﹤0.01%
+1,000
490
$3K ﹤0.01%
+25
491
$3K ﹤0.01%
+64
492
$3K ﹤0.01%
+50
493
$3K ﹤0.01%
+150
494
$3K ﹤0.01%
+75
495
$3K ﹤0.01%
+53
496
$2K ﹤0.01%
+25
497
$2K ﹤0.01%
+50
498
$2K ﹤0.01%
+50
499
$2K ﹤0.01%
+10
500
$2K ﹤0.01%
+65
18 19
20
21 22