WIC
Woodmont Investment Counsel Portfolio holdings
AUM
$1.52B
This Quarter Return
+5.74%
1 Year Return
+14.1%
3 Year Return
+52.01%
5 Year Return
+100.14%
10 Year Return
+171.03%
AUM
$366M
AUM Growth
+$366M
(+0.96%)
Cap. Flow
-$14M
Cap. Flow
% of AUM
-3.81%
Top 10 Holdings %
Top 10 Hldgs %
30.71%
Holding
175
New
9
Increased
21
Reduced
116
Closed
17
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$2.42M |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.72M |
| 3 |
Occidental Petroleum
OXY
|
$1.31M |
| 4 |
Delta Air Lines
DAL
|
$1.27M |
| 5 |
Pinnacle Financial Partners
PNFP
|
$1.21M |
Top Sells
Sector Composition
| 1 | Healthcare | 10.03% |
| 2 | Technology | 8.08% |
| 3 | Financials | 6.74% |
| 4 | Communication Services | 6.52% |
| 5 | Consumer Staples | 5.54% |
