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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
651
$2K ﹤0.01%
+25
652
$2K ﹤0.01%
+65
653
$2K ﹤0.01%
+12
654
$2K ﹤0.01%
+37
655
$2K ﹤0.01%
+100
656
$2K ﹤0.01%
+55
657
$2K ﹤0.01%
+104
658
$2K ﹤0.01%
+23
659
$2K ﹤0.01%
+30
660
$2K ﹤0.01%
+108
661
$2K ﹤0.01%
+100
662
$2K ﹤0.01%
+31
663
$2K ﹤0.01%
+22
664
$2K ﹤0.01%
+33
665
$2K ﹤0.01%
+35
666
$2K ﹤0.01%
+58
667
$2K ﹤0.01%
+9
668
$2K ﹤0.01%
+34
669
$2K ﹤0.01%
+38
670
$2K ﹤0.01%
+3
671
$2K ﹤0.01%
+25
672
$2K ﹤0.01%
+74
673
$2K ﹤0.01%
+62
674
$2K ﹤0.01%
+82
675
$2K ﹤0.01%
+3
25 26
27
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