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
351
$208K 0.04%
4,184
+430
352
$208K 0.04%
846
-237
353
$205K 0.04%
+1,595
354
$205K 0.04%
+2,653
355
$203K 0.04%
+7,620
356
$203K 0.04%
+1,804
357
$201K 0.04%
+898
358
$162K 0.03%
10,895
+105
359
$142K 0.03%
+10,756
360
$136K 0.03%
10,218
361
$124K 0.02%
+11,233
362
$122K 0.02%
52,570
363
$75K 0.02%
+22,072
364
$67K 0.01%
+11,424
365
$63K 0.01%
11,700
366
$56K 0.01%
63,432
+35,548
367
$46K 0.01%
+10,184
368
$35K 0.01%
16,548
+3
369
$22K ﹤0.01%
13,452
370
– –
-830
371
– –
-12,097
372
– –
-7,708
373
– –
-4,590
374
– –
-1,276
375
– –
-815
13 14
15
16 17