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
$340M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1 +$1.46M
2 +$1.26M
3 +$1.08M
4
WCIC
WCI Communities, Inc.
WCIC
+$868K
5
WELL.PRI
Welltower Inc.
WELL.PRI
+$854K

Top Sells

1 +$1.29M
2 +$1.15M
3 +$1.05M
4
AMLP icon
Alerian MLP ETF
AMLP
+$898K
5
WFC icon
Wells Fargo
WFC
+$822K

Sector Composition

1 Healthcare 10.25%
2 Technology 7.95%
3 Financials 7.64%
4 Industrials 7.28%
5 Consumer Staples 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$0 ﹤0.01%
+13
577
-24,406
578
-400
579
-100
580
-25
581
-3,520
582
-575
583
$0 ﹤0.01%
2
584
$0 ﹤0.01%
2
585
$0 ﹤0.01%
256
586
$0 ﹤0.01%
7