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
$498M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$5.2M
3
+$4.44M
4
AAPL icon
Apple
AAPL
+$3.65M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$3.38M

Top Sells

1
+$2.03M
2
+$1.02M
3
+$847K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$843K
5
NVDA icon
NVIDIA
NVDA
+$787K

Sector Composition

1 Technology 8.61%
2 Healthcare 5.87%
3 Financials 4.32%
4 Consumer Discretionary 3.38%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$335K 0.07%
+8,648
227
$335K 0.07%
7,538
+252
228
$333K 0.07%
5,368
-304
229
$332K 0.07%
+4,115
230
$332K 0.07%
+956
231
$327K 0.07%
3,368
+524
232
$325K 0.07%
860
-273
233
$323K 0.06%
+3,248
234
$322K 0.06%
10,963
-1,095
235
$322K 0.06%
1,505
236
$315K 0.06%
4,633
+495
237
$313K 0.06%
7,155
+749
238
$313K 0.06%
4,204
+496
239
$312K 0.06%
+1,452
240
$310K 0.06%
1,174
-470
241
$309K 0.06%
36,717
+1,677
242
$309K 0.06%
+3,847
243
$309K 0.06%
8,440
+1,810
244
$306K 0.06%
+1,651
245
$306K 0.06%
11,036
+2,073
246
$305K 0.06%
7,331
-847
247
$305K 0.06%
+1,504
248
$303K 0.06%
4,581
+912
249
$303K 0.06%
97,280
250
$297K 0.06%
1,889
+160
8 9
10
11 12