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
451
$223K 0.02%
571
-25
452
$223K 0.02%
11,139
+528
453
$222K 0.02%
8,499
-3,295
454
$219K 0.02%
+2,234
455
$219K 0.02%
+2,896
456
$218K 0.02%
+4,381
457
$217K 0.02%
+480
458
$216K 0.02%
3,631
+210
459
$213K 0.02%
+978
460
$212K 0.02%
8,042
-122
461
$211K 0.02%
+1,690
462
$210K 0.02%
+2,241
463
$209K 0.02%
+1,103
464
$209K 0.02%
1,698
+26
465
$209K 0.02%
2,022
+204
466
$208K 0.02%
+2,239
467
$208K 0.02%
+2,811
468
$208K 0.02%
2,715
-94
469
$208K 0.02%
2,188
+211
470
$204K 0.02%
5,125
-691
471
$203K 0.02%
3,195
+105
472
$203K 0.02%
+2,173
473
$186K 0.02%
+14,595
474
$179K 0.02%
10,716
-5,070
475
$173K 0.02%
18,570
+185
17 18
19
20 21