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
301
$250K 0.05%
+2,336
302
$250K 0.05%
6,000
303
$250K 0.05%
+1,087
304
$250K 0.05%
2,338
+293
305
$249K 0.05%
7,006
-2,233
306
$249K 0.05%
10,126
-1,511
307
$249K 0.05%
4,975
+291
308
$247K 0.05%
17,640
309
$247K 0.05%
+2,933
310
$246K 0.05%
+7,107
311
$243K 0.05%
4,422
+174
312
$243K 0.05%
+910
313
$243K 0.05%
1,640
-413
314
$242K 0.05%
+2,707
315
$241K 0.05%
+5,499
316
$240K 0.05%
146
-36
317
$240K 0.05%
+4,878
318
$239K 0.05%
3,266
-3,355
319
$239K 0.05%
+12,980
320
$238K 0.05%
571
-267
321
$238K 0.05%
5,885
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322
$238K 0.05%
3,910
-1,305
323
$236K 0.05%
2,318
324
$235K 0.05%
+10,412
325
$235K 0.05%
+3,026
11 12
13
14 15