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
376
$463K 0.03%
10,054
377
$460K 0.03%
2,042
+178
378
$460K 0.03%
1,980
+169
379
$459K 0.03%
3,706
+224
380
$458K 0.03%
19,610
-1,318
381
$458K 0.03%
2,207
+38
382
$457K 0.03%
9,625
+427
383
$453K 0.03%
2,414
+244
384
$451K 0.03%
22,868
+4,991
385
$450K 0.03%
8,247
-806
386
$450K 0.03%
1,630
+193
387
$450K 0.03%
10,181
+59
388
$448K 0.03%
7,684
+778
389
$447K 0.03%
4,514
+401
390
$447K 0.03%
2,524
+8
391
$445K 0.03%
4,065
+2
392
$444K 0.03%
7,741
393
$444K 0.03%
7,857
-3,453
394
$443K 0.03%
12,332
+1,047
395
$442K 0.03%
9,083
+525
396
$442K 0.03%
5,171
+993
397
$442K 0.03%
4,379
+534
398
$441K 0.03%
1,330
+102
399
$441K 0.03%
4,178
+404
400
$439K 0.03%
5,474
+1,535
14 15
16
17 18