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
326
$234K 0.05%
6,066
+1,092
327
$232K 0.05%
+8,701
328
$232K 0.05%
+1,264
329
$229K 0.05%
+2,849
330
$228K 0.05%
1,950
331
$228K 0.05%
3,420
-561
332
$227K 0.05%
+7,070
333
$223K 0.04%
+4,699
334
$223K 0.04%
+2,722
335
$223K 0.04%
+1,793
336
$221K 0.04%
6,615
+903
337
$221K 0.04%
4,449
+2
338
$220K 0.04%
2,170
339
$218K 0.04%
+4,041
340
$218K 0.04%
2,410
-1,005
341
$217K 0.04%
66,949
342
$216K 0.04%
8,254
-79
343
$215K 0.04%
3,065
-181
344
$215K 0.04%
+3,470
345
$214K 0.04%
+4,206
346
$213K 0.04%
+7,532
347
$213K 0.04%
6,908
+481
348
$211K 0.04%
976
-477
349
$210K 0.04%
+1,815
350
$210K 0.04%
7,333
+182
12 13
14
15 16