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
276
$712K 0.04%
4,569
-541
277
$711K 0.04%
695
+69
278
$705K 0.04%
6,190
+316
279
$702K 0.04%
3,962
+2
280
$700K 0.04%
12,524
-1,696
281
$693K 0.04%
3,102
+293
282
$692K 0.04%
3,668
+155
283
$692K 0.04%
9,381
+894
284
$690K 0.04%
30,804
-112,056
285
$688K 0.04%
18,136
+1,266
286
$685K 0.04%
2,677
+77
287
$685K 0.04%
6,773
-416
288
$684K 0.04%
1,170
+82
289
$681K 0.04%
2,176
+57
290
$681K 0.04%
223
291
$675K 0.04%
27,448
+226
292
$674K 0.04%
2,708
+67
293
$671K 0.04%
2,256
-26
294
$670K 0.04%
10,766
-15
295
$668K 0.04%
5,569
+710
296
$662K 0.04%
4,931
-193
297
$658K 0.04%
3,300
+94
298
$652K 0.04%
10,661
+881
299
$648K 0.04%
14,222
-1,772
300
$643K 0.04%
12,993
+1,638
10 11
12
13 14