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
351
$506K 0.03%
3,871
+1,189
352
$505K 0.03%
16,906
+681
353
$503K 0.03%
5,584
+777
354
$502K 0.03%
5,786
+164
355
$498K 0.03%
8,470
+470
356
$496K 0.03%
5,054
+265
357
$493K 0.03%
+11,915
358
$492K 0.03%
5,463
+207
359
$490K 0.03%
15,765
-4,471
360
$489K 0.03%
2,011
+468
361
$485K 0.03%
6,990
+360
362
$485K 0.03%
3,571
-96
363
$484K 0.03%
4,949
+36
364
$480K 0.03%
10,186
+149
365
$477K 0.03%
1,644
-100
366
$476K 0.03%
5,546
-23
367
$474K 0.03%
3,104
-513
368
$473K 0.03%
4,137
+159
369
$473K 0.03%
2,486
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370
$472K 0.03%
7,134
371
$470K 0.03%
1,503
+126
372
$470K 0.03%
1,833
+1
373
$468K 0.03%
4,935
+2
374
$466K 0.03%
5,716
+318
375
$463K 0.03%
2,332
+143
13 14
15
16 17