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
526
$287K 0.02%
2,391
-3
527
$285K 0.02%
3,453
+349
528
$284K 0.02%
4,316
+298
529
$281K 0.02%
+3,355
530
$281K 0.02%
1,975
+25
531
$280K 0.02%
1,776
+75
532
$280K 0.02%
2,654
533
$279K 0.02%
1,835
-237
534
$279K 0.02%
15,937
+1,305
535
$279K 0.02%
753
-96
536
$276K 0.02%
8,101
537
$276K 0.02%
1,171
+60
538
$275K 0.02%
8,115
+77
539
$274K 0.02%
13,615
-1,279
540
$273K 0.02%
8,304
+350
541
$272K 0.02%
1,126
+124
542
$269K 0.02%
4,369
+464
543
$269K 0.02%
1,863
+28
544
$269K 0.02%
+3,327
545
$265K 0.02%
3,734
+977
546
$265K 0.02%
47,882
-7,957
547
$265K 0.02%
3,011
-14
548
$265K 0.02%
13,835
+1,580
549
$264K 0.02%
2,739
550
$264K 0.02%
16,862
+759
20 21
22
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