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
$1.9B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
740
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$11.4M
3
+$8.35M
4
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$8.28M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$8.17M

Top Sells

1
+$9.72M
2
+$1.91M
3
+$1.64M
4
MRO
Marathon Oil Corporation
MRO
+$981K
5
KKR icon
KKR & Co
KKR
+$929K

Sector Composition

1 Technology 13.41%
2 Financials 5.88%
3 Consumer Discretionary 4.52%
4 Communication Services 4.44%
5 Healthcare 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$284K 0.02%
3,737
+80
552
$283K 0.01%
9,406
+21
553
$282K 0.01%
2,488
+229
554
$281K 0.01%
1,327
-82
555
$281K 0.01%
12,527
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556
$281K 0.01%
3,726
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557
$278K 0.01%
11,589
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558
$278K 0.01%
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559
$276K 0.01%
811
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560
$275K 0.01%
9,766
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561
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11,075
562
$273K 0.01%
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563
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564
$272K 0.01%
1,591
-566
565
$272K 0.01%
13,044
+1,344
566
$272K 0.01%
534
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4,708
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8,116
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569
$267K 0.01%
4,838
+1,220
570
$266K 0.01%
3,350
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571
$265K 0.01%
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572
$265K 0.01%
5,429
+154
573
$264K 0.01%
6,082
+292
574
$263K 0.01%
+5,349
575
$263K 0.01%
1,864
+1
21 22
23
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