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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
176
$515K 0.03%
11,411
-547
177
$504K 0.03%
1,026
178
$504K 0.03%
1,841
179
$500K 0.03%
7,781
180
$499K 0.03%
6,973
+135
181
$477K 0.03%
2,244
-101
182
$477K 0.03%
1,829
+24
183
$474K 0.03%
3,488
+58
184
$474K 0.03%
5,718
+930
185
$471K 0.03%
5,000
186
$469K 0.03%
17,500
-74,753
187
$468K 0.03%
6,437
188
$468K 0.03%
7,015
189
$462K 0.03%
2,975
-124
190
$462K 0.03%
7,100
191
$447K 0.03%
3,201
192
$445K 0.03%
1,881
+40
193
$444K 0.03%
2,918
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194
$442K 0.03%
8,711
-15,290
195
$441K 0.03%
3,148
+10
196
$426K 0.03%
8,692
-92,785
197
$415K 0.03%
6,550
+1,746
198
$404K 0.03%
5,574
199
$394K 0.03%
1,310
+80
200
$394K 0.03%
1,924
-200
6 7
8
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