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
426
$404K 0.02%
8,597
-1,860
427
$403K 0.02%
6,624
+484
428
$402K 0.02%
9,527
+1,461
429
$401K 0.02%
9,614
430
$398K 0.02%
24,556
-5,513
431
$397K 0.02%
1,602
+143
432
$394K 0.02%
9,102
+335
433
$394K 0.02%
4,135
+467
434
$394K 0.02%
11,214
+173
435
$394K 0.02%
1,477
+243
436
$393K 0.02%
2,157
+658
437
$387K 0.02%
7,508
+242
438
$385K 0.02%
2,483
+190
439
$385K 0.02%
2,673
-35
440
$385K 0.02%
4,477
+358
441
$383K 0.02%
19,771
-669
442
$382K 0.02%
2,154
+110
443
$381K 0.02%
1,727
+81
444
$380K 0.02%
25,961
+2,309
445
$379K 0.02%
36,148
+21,346
446
$376K 0.02%
7,800
+2,001
447
$375K 0.02%
1,923
+2
448
$371K 0.02%
3,406
-906
449
$369K 0.02%
2,772
450
$367K 0.02%
7,230
+55
16 17
18
19 20