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
501
$307K 0.02%
13,086
+503
502
$306K 0.02%
3,797
+1,118
503
$306K 0.02%
20,601
504
$302K 0.02%
38,626
+119
505
$302K 0.02%
5,642
506
$301K 0.02%
7,061
-3,139
507
$300K 0.02%
+5,708
508
$298K 0.02%
1,202
-350
509
$296K 0.02%
524
510
$296K 0.02%
12,728
+1,439
511
$294K 0.02%
28,057
-1,337
512
$293K 0.02%
2,189
+29
513
$293K 0.02%
1,587
+26
514
$292K 0.02%
9,385
+135
515
$291K 0.02%
28,094
+2,312
516
$291K 0.02%
2,259
-211
517
$290K 0.02%
3,302
+10
518
$290K 0.02%
18,887
+4,484
519
$290K 0.02%
+689
520
$289K 0.02%
+1,554
521
$289K 0.02%
5,275
+542
522
$289K 0.02%
1,965
+114
523
$287K 0.02%
16,314
+2,178
524
$287K 0.02%
9,173
+879
525
$287K 0.02%
2,972
-15
19 20
21
22 23