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
$1.22B
AUM Growth
+$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$8.7M
3
+$8.44M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$8.09M
5
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$7.04M

Top Sells

1
+$2.22M
2
+$1.6M
3
+$1.39M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.09M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$894K

Sector Composition

1 Technology 11.19%
2 Financials 5.04%
3 Healthcare 4.27%
4 Consumer Discretionary 4.03%
5 Communication Services 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$249K 0.02%
+1,270
477
$248K 0.02%
8,025
-4
478
$248K 0.02%
+5,636
479
$244K 0.02%
+2,476
480
$244K 0.02%
+1,011
481
$242K 0.02%
2,232
-7
482
$241K 0.02%
3,934
+303
483
$241K 0.02%
+6,836
484
$241K 0.02%
+12,589
485
$240K 0.02%
+1,422
486
$240K 0.02%
60,650
-1,103
487
$235K 0.02%
+916
488
$234K 0.02%
+618
489
$234K 0.02%
+1,956
490
$233K 0.02%
+4,422
491
$232K 0.02%
+3,515
492
$231K 0.02%
1,727
+29
493
$230K 0.02%
+6,048
494
$229K 0.02%
615
+44
495
$229K 0.02%
20,070
+8,430
496
$228K 0.02%
+3,121
497
$228K 0.02%
+6,439
498
$228K 0.02%
+459
499
$227K 0.02%
+6,370
500
$227K 0.02%
3,248
+53
18 19
20
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