WPC

Wedmont Private Capital Portfolio holdings

AUM $2.69B
1-Year Est. Return 20.68%
This Quarter Est. Return
1 Year Est. Return
+20.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$324M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$25M
3
+$16.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$16.4M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$13M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.96%
2 Financials 4.46%
3 Healthcare 4.1%
4 Communication Services 3.7%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$210K 0.06%
+1,743
227
$209K 0.06%
+2,530
228
$208K 0.06%
+3,324
229
$207K 0.06%
+589
230
$206K 0.06%
+800
231
$205K 0.06%
+625
232
$204K 0.06%
+1,942
233
$204K 0.06%
+1,576
234
$202K 0.06%
+1,025
235
$201K 0.06%
+1,742
236
$201K 0.06%
+1,387
237
$167K 0.05%
+10,583
238
$95K 0.03%
+11,700
239
$59K 0.02%
+2,956
240
$25K 0.01%
+125
6 7 8 9
10