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
$1.37B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$5.87M
3
+$5.1M
4
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$3.6M
5
VTEC icon
Vanguard California Tax-Exempt Bond ETF
VTEC
+$3.5M

Top Sells

1
+$1.93M
2
+$1.31M
3
+$1.03M
4
VPU icon
Vanguard Utilities ETF
VPU
+$958K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$720K

Sector Composition

1 Technology 11.7%
2 Financials 5.33%
3 Consumer Discretionary 4.15%
4 Healthcare 4.14%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$214K 0.02%
+1,881
552
$214K 0.02%
+11,628
553
$214K 0.02%
2,232
554
$213K 0.02%
746
-170
555
$213K 0.02%
1,825
+3
556
$213K 0.02%
7,388
+95
557
$212K 0.02%
+1,130
558
$212K 0.02%
2,833
-1,283
559
$212K 0.02%
+830
560
$211K 0.02%
+1,519
561
$211K 0.02%
2,808
-8
562
$210K 0.02%
+834
563
$209K 0.02%
+3,471
564
$209K 0.02%
+2,526
565
$208K 0.02%
+14,643
566
$206K 0.02%
+4,265
567
$206K 0.02%
27,330
+9,861
568
$205K 0.01%
5,793
-34
569
$203K 0.01%
+4,942
570
$203K 0.01%
+574
571
$202K 0.01%
+3,853
572
$201K 0.01%
11,418
+1,117
573
$200K 0.01%
14,262
+960
574
$192K 0.01%
11,644
+129
575
$178K 0.01%
17,606
+714
21 22
23
24 25