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
$1.75B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$12.7M
3
+$11M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.9M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$7.78M

Top Sells

1
+$67.8M
2
+$5.38M
3
+$2.51M
4
Z icon
Zillow
Z
+$1.32M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.09M

Sector Composition

1 Technology 12.98%
2 Financials 5.54%
3 Consumer Discretionary 4%
4 Healthcare 4%
5 Communication Services 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$798K 0.05%
8,096
+1,153
252
$795K 0.05%
26,907
-4,470
253
$791K 0.05%
60,457
-2,083
254
$788K 0.05%
7,847
+35
255
$783K 0.04%
7,000
+350
256
$782K 0.04%
11,980
+1,286
257
$781K 0.04%
5,575
+23
258
$779K 0.04%
11,086
+1,023
259
$773K 0.04%
1,437
+6
260
$773K 0.04%
9,313
+228
261
$771K 0.04%
4,379
+277
262
$768K 0.04%
4,709
+49
263
$765K 0.04%
15,061
-45
264
$762K 0.04%
5,363
+1,507
265
$757K 0.04%
5,081
+179
266
$754K 0.04%
17,605
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267
$753K 0.04%
12,571
268
$750K 0.04%
29,140
+6,424
269
$747K 0.04%
31,678
+1,373
270
$740K 0.04%
3,184
+96
271
$740K 0.04%
10,240
272
$732K 0.04%
4,116
+351
273
$727K 0.04%
2,578
+167
274
$721K 0.04%
10,150
+330
275
$718K 0.04%
6,983
+836
9 10
11
12 13