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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
601
$3K ﹤0.01%
+15
602
$3K ﹤0.01%
+112
603
$3K ﹤0.01%
+70
604
$3K ﹤0.01%
+500
605
$3K ﹤0.01%
+37
606
$3K ﹤0.01%
+98
607
$3K ﹤0.01%
+60
608
$3K ﹤0.01%
+45
609
$3K ﹤0.01%
+66
610
$3K ﹤0.01%
+461
611
$3K ﹤0.01%
+71
612
$3K ﹤0.01%
+15
613
$3K ﹤0.01%
+90
614
$3K ﹤0.01%
+480
615
$3K ﹤0.01%
+18
616
$3K ﹤0.01%
+173
617
$3K ﹤0.01%
+43
618
$3K ﹤0.01%
+22
619
$3K ﹤0.01%
+82
620
$3K ﹤0.01%
+800
621
$3K ﹤0.01%
+63
622
$3K ﹤0.01%
+63
623
$3K ﹤0.01%
+191
624
$3K ﹤0.01%
+35
625
$3K ﹤0.01%
+50
23 24
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