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
251
$295K 0.06%
17,217
+1,127
252
$295K 0.06%
2,626
+663
253
$294K 0.06%
+6,635
254
$290K 0.06%
+1,077
255
$289K 0.06%
3,526
+572
256
$288K 0.06%
+1,682
257
$288K 0.06%
7,238
+1,112
258
$287K 0.06%
3,850
-7
259
$285K 0.06%
+6,271
260
$285K 0.06%
15,341
261
$285K 0.06%
6,000
262
$283K 0.06%
+3,276
263
$282K 0.06%
+4,839
264
$282K 0.06%
5,046
+391
265
$280K 0.06%
+5,970
266
$279K 0.06%
+2,495
267
$278K 0.06%
2,307
-174
268
$277K 0.06%
914
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269
$277K 0.06%
869
+25
270
$276K 0.06%
11,088
271
$276K 0.06%
+691
272
$274K 0.06%
1,758
+67
273
$273K 0.05%
804
+187
274
$273K 0.05%
24,357
+8,758
275
$273K 0.05%
+4,520
9 10
11
12 13