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
$989M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$7.8M
3
+$6.45M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.31M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$5.38M

Top Sells

1
+$752K
2
+$504K
3
+$500K
4
HSY icon
Hershey
HSY
+$499K
5
KO icon
Coca-Cola
KO
+$494K

Sector Composition

1 Technology 10.85%
2 Financials 4.52%
3 Healthcare 4.18%
4 Consumer Discretionary 3.96%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$301K 0.03%
3,038
+419
377
$300K 0.03%
7,369
-8,226
378
$300K 0.03%
4,886
379
$300K 0.03%
3,607
+741
380
$300K 0.03%
12,570
381
$299K 0.03%
1,263
+93
382
$299K 0.03%
633
-188
383
$297K 0.03%
3,270
+1,164
384
$297K 0.03%
3,623
+305
385
$296K 0.03%
+9,466
386
$295K 0.03%
2,772
-728
387
$295K 0.03%
1,954
+256
388
$294K 0.03%
4,941
389
$288K 0.03%
15,341
390
$286K 0.03%
3,035
-37
391
$286K 0.03%
3,684
+68
392
$286K 0.03%
2,447
+402
393
$286K 0.03%
4,551
394
$285K 0.03%
4,050
-157
395
$284K 0.03%
2,389
-199
396
$282K 0.03%
4,663
-206
397
$282K 0.03%
10,558
-15
398
$281K 0.03%
6,890
-215
399
$281K 0.03%
+11,758
400
$281K 0.03%
+8,503
14 15
16
17 18