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
$1.95B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$8.89M
3
+$8.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.19M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$7.22M

Top Sells

1
+$3.93M
2
+$2.65M
3
+$2.4M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.37M
5
WFC icon
Wells Fargo
WFC
+$1.36M

Sector Composition

1 Technology 11.97%
2 Financials 6.1%
3 Consumer Discretionary 4.18%
4 Communication Services 4.12%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$379K 0.02%
2,236
-10
452
$379K 0.02%
2,126
-423
453
$379K 0.02%
1,592
+107
454
$377K 0.02%
2,439
-135
455
$377K 0.02%
13,036
+3,270
456
$376K 0.02%
8,161
+461
457
$371K 0.02%
21,192
+1,948
458
$371K 0.02%
1,530
+76
459
$370K 0.02%
7,916
-3,708
460
$370K 0.02%
16,108
+555
461
$367K 0.02%
6,521
+817
462
$366K 0.02%
10,506
-1,931
463
$365K 0.02%
9,222
-179
464
$364K 0.02%
1,810
+43
465
$364K 0.02%
+18,424
466
$362K 0.02%
5,302
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467
$362K 0.02%
6,395
468
$361K 0.02%
13,792
+209
469
$361K 0.02%
3,034
+559
470
$360K 0.02%
4,361
+603
471
$360K 0.02%
2,098
+8
472
$360K 0.02%
4,598
-552
473
$360K 0.02%
11,581
+189
474
$358K 0.02%
3,486
-252
475
$358K 0.02%
+10,506
17 18
19
20 21