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
$1.95B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$8.89M
3
+$8.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.19M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$7.22M

Top Sells

1
+$3.93M
2
+$2.65M
3
+$2.4M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.37M
5
WFC icon
Wells Fargo
WFC
+$1.36M

Sector Composition

1 Technology 11.97%
2 Financials 6.1%
3 Consumer Discretionary 4.18%
4 Communication Services 4.12%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$744K 0.04%
2,549
+440
277
$739K 0.04%
3,181
-127
278
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7,606
+1,206
279
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280
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19,453
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281
$733K 0.04%
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282
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283
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2,978
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284
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285
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3,174
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286
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287
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288
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4,085
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289
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290
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291
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293
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717
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294
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13,066
295
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296
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14,099
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297
$699K 0.04%
6,501
+153
298
$698K 0.04%
10,340
299
$697K 0.04%
6,665
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300
$697K 0.04%
17,288
+2,726
10 11
12
13 14