WIC

Woodmont Investment Counsel Portfolio holdings

AUM $1.52B
1-Year Est. Return 14.1%
This Quarter Est. Return
1 Year Est. Return
+14.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$10M
3 +$9.68M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.17M
5
XOM icon
Exxon Mobil
XOM
+$6.97M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 11.25%
2 Industrials 8.44%
3 Technology 8.22%
4 Consumer Staples 7.77%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$228K 0.08%
+3,314
152
$216K 0.07%
+2,497
153
$208K 0.07%
+6,600
154
$203K 0.07%
+5,801
155
$201K 0.07%
+4,305
156
$200K 0.07%
+3,042
157
$183K 0.06%
+19,194
158
$118K 0.04%
+10,542
159
$107K 0.04%
+60,000
160
$51K 0.02%
+10,000
161
$20K 0.01%
+10,000