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
501
$2K ﹤0.01%
+60
502
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+100
503
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+116
504
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505
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506
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507
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10,000
508
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+200
509
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510
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+28
511
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+15
512
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513
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514
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516
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517
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518
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519
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520
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521
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522
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+42
523
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+7
524
$1K ﹤0.01%
+33
525
$1K ﹤0.01%
+36