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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
$384M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Sells

1 +$1.48M
2 +$1.28M
3 +$1.07M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$868K
5
AAPL icon
Apple
AAPL
+$764K

Sector Composition

1 Healthcare 9.28%
2 Technology 8.01%
3 Communication Services 7.1%
4 Financials 6.88%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-4,700
177
-19,187
178
-4,566
179
0
180
-20,000
181
-46,310
182
-795
183
-3,904
184
-3,500
185
-4,577
186
-6,132
187
-3,600