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
551
$263K 0.02%
4,474
+52
552
$261K 0.01%
2,455
-1,490
553
$259K 0.01%
+3,657
554
$258K 0.01%
497
-99
555
$257K 0.01%
1,372
+74
556
$257K 0.01%
11,700
-365
557
$257K 0.01%
+741
558
$256K 0.01%
646
-48
559
$256K 0.01%
5,555
+507
560
$255K 0.01%
2,242
-151
561
$254K 0.01%
1,439
-7
562
$252K 0.01%
2,269
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563
$252K 0.01%
2,691
564
$246K 0.01%
+168
565
$246K 0.01%
11,208
+3
566
$246K 0.01%
2,867
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567
$245K 0.01%
3,209
+168
568
$245K 0.01%
1,449
-311
569
$243K 0.01%
1,985
+205
570
$242K 0.01%
+4,089
571
$240K 0.01%
1,809
+149
572
$240K 0.01%
10,740
-8,842
573
$240K 0.01%
2,381
+91
574
$239K 0.01%
8,797
-26
575
$238K 0.01%
10,866
+233
21 22
23
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