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
451
$366K 0.02%
2,012
+25
452
$366K 0.02%
4,529
-1,556
453
$366K 0.02%
2,344
-410
454
$365K 0.02%
13,860
455
$365K 0.02%
1,804
456
$364K 0.02%
1,523
-400
457
$362K 0.02%
12,570
458
$362K 0.02%
2,778
-669
459
$361K 0.02%
6,378
460
$361K 0.02%
4,407
-310
461
$361K 0.02%
12,306
462
$361K 0.02%
4,519
+162
463
$360K 0.02%
4,731
+1,783
464
$359K 0.02%
3,077
+473
465
$359K 0.02%
3,151
-183
466
$358K 0.02%
1,664
+241
467
$357K 0.02%
9,692
468
$356K 0.02%
13,708
+314
469
$351K 0.02%
4,219
+927
470
$351K 0.02%
6,000
471
$351K 0.02%
1,643
+12
472
$350K 0.02%
7,669
+720
473
$347K 0.02%
4,190
+27
474
$344K 0.02%
+10,170
475
$344K 0.02%
5,464
+484
17 18
19
20 21