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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
126
$1.17M 0.08%
8,233
-522
127
$1.16M 0.08%
994
-50
128
$1.15M 0.08%
45,792
129
$1.14M 0.08%
5,459
130
$1.13M 0.07%
5,702
+204
131
$1.11M 0.07%
4,509
-220
132
$1.11M 0.07%
6,653
-6
133
$1.1M 0.07%
9,637
-485
134
$1.04M 0.07%
14,971
-540
135
$938K 0.06%
10,042
-25
136
$933K 0.06%
2,099
-299
137
$926K 0.06%
5,710
+231
138
$921K 0.06%
20,608
-572
139
$916K 0.06%
32,836
-1,374
140
$901K 0.06%
16,724
141
$892K 0.06%
34,773
-30,563
142
$882K 0.06%
3,222
-96
143
$860K 0.06%
3,554
-51
144
$858K 0.06%
3,474
+183
145
$834K 0.06%
9,952
+216
146
$834K 0.06%
40,170
147
$832K 0.06%
4,087
148
$820K 0.05%
5,161
+10
149
$819K 0.05%
22,706
-152,933
150
$811K 0.05%
12,990
-324
4 5
6
7 8