We are live on ! Find out more
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
626
$3K ﹤0.01%
+68
627
$3K ﹤0.01%
+110
628
$3K ﹤0.01%
+29
629
$3K ﹤0.01%
+675
630
$3K ﹤0.01%
+220
631
$3K ﹤0.01%
+25
632
$3K ﹤0.01%
+101
633
$3K ﹤0.01%
+42
634
$3K ﹤0.01%
+23
635
$2K ﹤0.01%
+130
636
$2K ﹤0.01%
+17
637
$2K ﹤0.01%
+156
638
$2K ﹤0.01%
+25
639
$2K ﹤0.01%
+100
640
$2K ﹤0.01%
+100
641
$2K ﹤0.01%
+24
642
$2K ﹤0.01%
+95
643
$2K ﹤0.01%
+35
644
$2K ﹤0.01%
+67
645
$2K ﹤0.01%
+400
646
$2K ﹤0.01%
+11
647
$2K ﹤0.01%
+59
648
$2K ﹤0.01%
+260
649
$2K ﹤0.01%
+132
650
$2K ﹤0.01%
+29
24 25
26
27 28