WIC
Woodmont Investment Counsel Portfolio holdings
AUM
$1.52B
1-Year Return
14.1%
This Quarter Return
+3.64%
1 Year Return
+14.1%
3 Year Return
+52.01%
5 Year Return
+100.14%
10 Year Return
+171.03%
AUM
$366M
AUM Growth
+$12M
(+3.4%)
Cap. Flow
+$104K
Cap. Flow
% of AUM
0.03%
Top 10 Holdings %
Top 10 Hldgs %
28.98%
Holding
191
New
10
Increased
55
Reduced
93
Closed
8
Top Buys
| 1 |
Financial Select Sector SPDR Fund
XLF
|
+$1.94M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.85M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.75M |
| 4 |
Novo Nordisk
NVO
|
+$1.02M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$899K |
Top Sells
| 1 |
LyondellBasell Industries
LYB
|
+$1.39M |
| 2 |
iShares Short Maturity Bond ETF
NEAR
|
+$1.3M |
| 3 |
ProShares Short Russell2000
RWM
|
+$1.12M |
| 4 |
Apple
AAPL
|
+$623K |
| 5 |
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
|
+$603K |
Sector Composition
| 1 | Healthcare | 9.24% |
| 2 | Technology | 7.59% |
| 3 | Financials | 6.87% |
| 4 | Consumer Staples | 6.66% |
| 5 | Industrials | 6.36% |
