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
401
$279K 0.03%
4,357
+107
402
$278K 0.03%
7,188
+654
403
$278K 0.03%
6,000
404
$277K 0.03%
1,654
+237
405
$277K 0.03%
+1,642
406
$275K 0.03%
3,738
+209
407
$274K 0.03%
1,154
-156
408
$271K 0.03%
+8,474
409
$268K 0.03%
5,089
-1,554
410
$265K 0.03%
2,919
+517
411
$263K 0.03%
+3,228
412
$262K 0.03%
3,126
+664
413
$261K 0.03%
1,401
+206
414
$261K 0.03%
7,168
+51
415
$261K 0.03%
9,263
+616
416
$260K 0.03%
7,473
+1,211
417
$258K 0.03%
3,810
+571
418
$257K 0.03%
539
+11
419
$254K 0.03%
+575
420
$254K 0.03%
5,689
+305
421
$254K 0.03%
1,219
+16
422
$252K 0.03%
+2,010
423
$251K 0.03%
12,387
+845
424
$248K 0.03%
+3,282
425
$247K 0.03%
11,075
15 16
17
18 19