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
726
$0 ﹤0.01%
+8
727
$0 ﹤0.01%
+3
728
$0 ﹤0.01%
+1
729
$0 ﹤0.01%
+4
730
$0 ﹤0.01%
+3
731
– –
-2,875
732
$0 ﹤0.01%
+7
733
$0 ﹤0.01%
+11
734
$0 ﹤0.01%
+4
735
$0 ﹤0.01%
+5
736
$0 ﹤0.01%
+6
737
$0 ﹤0.01%
+5
738
$0 ﹤0.01%
+7
739
$0 ﹤0.01%
+4
740
$0 ﹤0.01%
+3
741
$0 ﹤0.01%
+5
742
$0 ﹤0.01%
+3
743
– –
0
744
$0 ﹤0.01%
+20
745
$0 ﹤0.01%
+13
746
$0 ﹤0.01%
+2
747
$0 ﹤0.01%
+6
748
– –
0
749
$0 ﹤0.01%
+22
750
$0 ﹤0.01%
+7
27 28 29
30
31