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
426
$247K 0.03%
7,494
427
$242K 0.02%
+1,331
428
$242K 0.02%
17,643
+7,564
429
$241K 0.02%
+3,704
430
$240K 0.02%
5,637
+349
431
$238K 0.02%
3,270
+319
432
$238K 0.02%
2,288
-1,357
433
$238K 0.02%
1,950
434
$237K 0.02%
1,691
+45
435
$237K 0.02%
27,500
436
$236K 0.02%
1,459
+273
437
$235K 0.02%
2,221
+387
438
$235K 0.02%
1,600
+249
439
$233K 0.02%
3,065
+166
440
$229K 0.02%
3,259
+14
441
$229K 0.02%
5,269
442
$228K 0.02%
4,210
+1,019
443
$228K 0.02%
+880
444
$227K 0.02%
1,392
-135
445
$226K 0.02%
13,597
+156
446
$226K 0.02%
+5,771
447
$226K 0.02%
3,106
+42
448
$225K 0.02%
2,934
+109
449
$224K 0.02%
+8,029
450
$224K 0.02%
7,222
-2,403
16 17
18
19 20