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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
$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
501
$8K ﹤0.01%
+150
502
$8K ﹤0.01%
+226
503
$8K ﹤0.01%
+74
504
$8K ﹤0.01%
+198
505
$8K ﹤0.01%
+100
506
$7K ﹤0.01%
+95
507
$7K ﹤0.01%
+55
508
$7K ﹤0.01%
+277
509
$7K ﹤0.01%
+129
510
$7K ﹤0.01%
+190
511
$7K ﹤0.01%
+200
512
$7K ﹤0.01%
+225
513
$7K ﹤0.01%
+155
514
$7K ﹤0.01%
+430
515
$7K ﹤0.01%
+345
516
$7K ﹤0.01%
+962
517
$7K ﹤0.01%
+250
518
$7K ﹤0.01%
+101
519
$7K ﹤0.01%
+237
520
$7K ﹤0.01%
+194
521
$7K ﹤0.01%
+31
522
$7K ﹤0.01%
+100
523
$7K ﹤0.01%
+429
524
$7K ﹤0.01%
+31
525
$7K ﹤0.01%
+600
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