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
$498M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$5.2M
3
+$4.44M
4
AAPL icon
Apple
AAPL
+$3.65M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$3.38M

Top Sells

1
+$2.03M
2
+$1.02M
3
+$847K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$843K
5
NVDA icon
NVIDIA
NVDA
+$787K

Sector Composition

1 Technology 8.61%
2 Healthcare 5.87%
3 Financials 4.32%
4 Consumer Discretionary 3.38%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.51M 0.71%
21,486
+3,769
27
$3.5M 0.7%
20,454
-1,265
28
$3.48M 0.7%
9,693
-20
29
$3.44M 0.69%
9,627
-2,370
30
$3.21M 0.64%
55,487
-3,129
31
$3.18M 0.64%
11,925
+1,182
32
$2.66M 0.53%
37,287
33
$2.59M 0.52%
7,998
+463
34
$2.58M 0.52%
9,642
+152
35
$2.28M 0.46%
4,519
+915
36
$2.24M 0.45%
23,259
-4,341
37
$2.21M 0.44%
25,315
+3,821
38
$1.98M 0.4%
16,242
+1,297
39
$1.95M 0.39%
14,500
+3,003
40
$1.85M 0.37%
66,515
+27,754
41
$1.83M 0.37%
40,153
+32,793
42
$1.77M 0.36%
29,700
-2,502
43
$1.76M 0.35%
10,768
+2,478
44
$1.71M 0.34%
13,512
+628
45
$1.7M 0.34%
36,983
+30,616
46
$1.7M 0.34%
8,191
47
$1.69M 0.34%
17,688
-8,812
48
$1.61M 0.32%
30,912
+6,804
49
$1.6M 0.32%
20,014
-714
50
$1.6M 0.32%
11,152
+897
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