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
326
$554K 0.03%
2,958
+388
327
$554K 0.03%
8,292
+1,410
328
$553K 0.03%
5,527
+179
329
$548K 0.03%
2,425
+319
330
$542K 0.03%
3,770
-100
331
$540K 0.03%
15,292
+5,217
332
$540K 0.03%
4,972
+507
333
$537K 0.03%
2,020
+110
334
$537K 0.03%
38,047
+834
335
$536K 0.03%
2,536
+43
336
$533K 0.03%
10,827
-1,109
337
$531K 0.03%
7,181
+73
338
$525K 0.03%
18,230
339
$522K 0.03%
20,557
340
$519K 0.03%
5,934
+595
341
$518K 0.03%
3,433
+5
342
$517K 0.03%
3,684
-1,200
343
$516K 0.03%
3,814
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344
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2,732
-195
345
$513K 0.03%
7,950
-754
346
$513K 0.03%
6,788
+348
347
$513K 0.03%
1,075
+12
348
$512K 0.03%
4,871
+5
349
$510K 0.03%
9,618
+2,118
350
$508K 0.03%
9,260
-6,123
12 13
14
15 16