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
$989M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$7.8M
3
+$6.45M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.31M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$5.38M

Top Sells

1
+$752K
2
+$504K
3
+$500K
4
HSY icon
Hershey
HSY
+$499K
5
KO icon
Coca-Cola
KO
+$494K

Sector Composition

1 Technology 10.85%
2 Financials 4.52%
3 Healthcare 4.18%
4 Consumer Discretionary 3.96%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$457K 0.05%
6,626
+1,329
277
$457K 0.05%
1,871
+330
278
$454K 0.05%
13,223
+2,265
279
$448K 0.05%
6,682
+1,351
280
$444K 0.04%
512
+53
281
$443K 0.04%
6,555
+6
282
$443K 0.04%
2,279
+215
283
$441K 0.04%
6,671
+1,428
284
$441K 0.04%
23,608
+1,316
285
$441K 0.04%
1,312
-53
286
$437K 0.04%
26,090
-983
287
$437K 0.04%
+8,200
288
$435K 0.04%
2,494
+449
289
$435K 0.04%
2,128
+109
290
$431K 0.04%
8,487
+1,060
291
$430K 0.04%
3,763
+346
292
$427K 0.04%
6,306
293
$426K 0.04%
4,565
+1,151
294
$425K 0.04%
1,200
+4
295
$423K 0.04%
20,557
296
$422K 0.04%
16,103
+544
297
$421K 0.04%
6,800
+2,253
298
$419K 0.04%
5,364
+218
299
$418K 0.04%
34,672
+6,494
300
$418K 0.04%
8,659
+4,284
10 11
12
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