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
276
$272K 0.05%
+3,550
277
$271K 0.05%
3,239
+217
278
$270K 0.05%
4,886
279
$269K 0.05%
+997
280
$269K 0.05%
+4,433
281
$266K 0.05%
5,198
+226
282
$263K 0.05%
3,653
+379
283
$263K 0.05%
12,570
284
$263K 0.05%
+2,374
285
$262K 0.05%
2,583
+482
286
$262K 0.05%
1,243
287
$261K 0.05%
2,436
288
$260K 0.05%
+2,390
289
$259K 0.05%
2,479
-692
290
$259K 0.05%
1,431
-572
291
$258K 0.05%
+1,931
292
$256K 0.05%
+2,466
293
$255K 0.05%
1,178
+274
294
$255K 0.05%
+3,175
295
$254K 0.05%
3,080
296
$254K 0.05%
+2,974
297
$254K 0.05%
5,838
+911
298
$252K 0.05%
+911
299
$252K 0.05%
+4,450
300
$251K 0.05%
+117
10 11
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