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
476
$341K 0.02%
6,405
-9
477
$337K 0.02%
2,455
+330
478
$336K 0.02%
5,401
+1,213
479
$335K 0.02%
1,006
+96
480
$335K 0.02%
1,505
+159
481
$334K 0.02%
7,391
+1,440
482
$334K 0.02%
25,424
+2,600
483
$334K 0.02%
2,474
+404
484
$332K 0.02%
2,529
+48
485
$331K 0.02%
2,318
+120
486
$331K 0.02%
9,755
-2,764
487
$331K 0.02%
3,454
+51
488
$331K 0.02%
1,409
+158
489
$330K 0.02%
1,951
+294
490
$330K 0.02%
1,385
+36
491
$329K 0.02%
18,167
-1,215
492
$329K 0.02%
15,303
493
$328K 0.02%
5,746
+420
494
$326K 0.02%
1,433
+48
495
$326K 0.02%
2,770
-418
496
$324K 0.02%
4,676
497
$323K 0.02%
9,228
+1,576
498
$319K 0.02%
7,755
-926
499
$316K 0.02%
2,407
+338
500
$312K 0.02%
11,075
18 19
20
21 22