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
+$3.78M
2
+$2.43M
3
+$1.44M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.14M
5
CRM icon
Salesforce
CRM
+$1.03M

Top Sells

1
+$1.31M
2
+$1.29M
3
+$1.27M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.24M
5
WCIC
WCI Communities, Inc.
WCIC
+$1.2M

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%
+466
552
$5K ﹤0.01%
+242
553
$5K ﹤0.01%
+535
554
$5K ﹤0.01%
+272
555
$5K ﹤0.01%
+42
556
$5K ﹤0.01%
+21
557
$5K ﹤0.01%
+163
558
$5K ﹤0.01%
+99
559
$5K ﹤0.01%
+216
560
$5K ﹤0.01%
+221
561
$5K ﹤0.01%
+156
562
$5K ﹤0.01%
+260
563
$5K ﹤0.01%
+130
564
$5K ﹤0.01%
+50
565
$5K ﹤0.01%
+45
566
$5K ﹤0.01%
+102
567
$5K ﹤0.01%
+240
568
$5K ﹤0.01%
+186
569
$5K ﹤0.01%
+354
570
$5K ﹤0.01%
+111
571
$5K ﹤0.01%
+38
572
$5K ﹤0.01%
+132
573
$4K ﹤0.01%
+50
574
$4K ﹤0.01%
+492
575
$4K ﹤0.01%
+84
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