WIC

Woodmont Investment Counsel Portfolio holdings

AUM $1.51B
1-Year Est. Return 14.71%
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.38B
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$7.89M
2
+$6.91M
3
+$5.78M
4
SNEX icon
StoneX
SNEX
+$5.69M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$5.37M

Top Sells

1
+$8.35M
2
+$5.15M
3
+$2.97M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.23M
5
GTLS icon
Chart Industries
GTLS
+$1.01M

Sector Composition

1 Technology 9.88%
2 Financials 8.2%
3 Healthcare 7.89%
4 Consumer Staples 3.48%
5 Industrials 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.98M 0.14%
8,477
+174
102
$1.97M 0.14%
26,426
-165
103
$1.97M 0.14%
31,936
-2,985
104
$1.9M 0.14%
76,056
+10,652
105
$1.86M 0.13%
23,625
-168
106
$1.85M 0.13%
42,370
+580
107
$1.83M 0.13%
+18,551
108
$1.83M 0.13%
15,182
-156
109
$1.8M 0.13%
71,315
110
$1.8M 0.13%
45,309
+53
111
$1.68M 0.12%
65,729
112
$1.67M 0.12%
55,986
-6,518
113
$1.66M 0.12%
12,535
-1,031
114
$1.64M 0.12%
3,670
-18,694
115
$1.63M 0.12%
55,748
-5,706
116
$1.6M 0.12%
7,780
+10
117
$1.59M 0.12%
4,830
-378
118
$1.56M 0.11%
11,189
+65
119
$1.56M 0.11%
23,667
-18,667
120
$1.55M 0.11%
52,717
-310
121
$1.47M 0.11%
41,307
+7,132
122
$1.47M 0.11%
4,696
-23
123
$1.4M 0.1%
17,727
+503
124
$1.37M 0.1%
54,855
125
$1.32M 0.1%
4,336
+1
3 4
5
6 7