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
651
$2K ﹤0.01%
+29
652
$2K ﹤0.01%
+25
653
$2K ﹤0.01%
+65
654
$2K ﹤0.01%
+12
655
$2K ﹤0.01%
+37
656
$2K ﹤0.01%
+100
657
$2K ﹤0.01%
+55
658
$2K ﹤0.01%
+104
659
$2K ﹤0.01%
+23
660
$2K ﹤0.01%
+30
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%
+74
672
$2K ﹤0.01%
+62
673
$2K ﹤0.01%
+82
674
$2K ﹤0.01%
+3
675
$2K ﹤0.01%
+41
25 26
27
28 29