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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
$1.51B
AUM Growth
-$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$12.7M
3
+$2.84M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.56M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$2.54M

Top Sells

1
+$23.5M
2
+$8.22M
3
+$8.16M
4
SMOT icon
VanEck Morningstar SMID Moat ETF
SMOT
+$5.5M
5
LYB icon
LyondellBasell Industries
LYB
+$5.23M

Sector Composition

1 Technology 11.07%
2 Financials 8.14%
3 Healthcare 6.81%
4 Communication Services 2.81%
5 Consumer Staples 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.99M 0.13%
45,078
+53
102
$1.96M 0.13%
5,753
-57
103
$1.93M 0.13%
58,787
-728
104
$1.92M 0.13%
3,382
-648
105
$1.85M 0.12%
52,118
-599
106
$1.81M 0.12%
24,608
-1,538
107
$1.8M 0.12%
3,598
-63
108
$1.74M 0.12%
22,173
-1,494
109
$1.54M 0.1%
17,234
110
$1.53M 0.1%
60,136
-17,454
111
$1.41M 0.09%
12,016
-156
112
$1.4M 0.09%
17,527
+266
113
$1.39M 0.09%
5,772
-2,605
114
$1.38M 0.09%
2,984
115
$1.38M 0.09%
54,855
116
$1.37M 0.09%
4,675
+33
117
$1.36M 0.09%
16,244
-9,952
118
$1.34M 0.09%
49,185
-100
119
$1.33M 0.09%
27,525
-1,158
120
$1.33M 0.09%
43,882
121
$1.3M 0.09%
40,616
+325
122
$1.26M 0.08%
3,404
+1
123
$1.23M 0.08%
62,469
-4,241
124
$1.22M 0.08%
8,468
-223
125
$1.22M 0.08%
49,067
-3,984
3 4
5
6 7