WIC

Woodmont Investment Counsel Portfolio holdings

AUM $1.6B
1-Year Est. Return 17.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.94%
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
551
$5K ﹤0.01%
+64
552
$5K ﹤0.01%
+240
553
$5K ﹤0.01%
+52
554
$5K ﹤0.01%
+21
555
$5K ﹤0.01%
+466
556
$5K ﹤0.01%
+242
557
$5K ﹤0.01%
+535
558
$5K ﹤0.01%
+272
559
$5K ﹤0.01%
+42
560
$5K ﹤0.01%
+21
561
$5K ﹤0.01%
+163
562
$5K ﹤0.01%
+99
563
$5K ﹤0.01%
+216
564
$5K ﹤0.01%
+221
565
$5K ﹤0.01%
+156
566
$5K ﹤0.01%
+260
567
$5K ﹤0.01%
+130
568
$5K ﹤0.01%
+50
569
$5K ﹤0.01%
+45
570
$5K ﹤0.01%
+102
571
$5K ﹤0.01%
+186
572
$5K ﹤0.01%
+354
573
$4K ﹤0.01%
+208
574
$4K ﹤0.01%
+133
575
$4K ﹤0.01%
+46
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