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
576
$238K 0.01%
5,552
+209
577
$238K 0.01%
638
+29
578
$237K 0.01%
2,021
+1
579
$237K 0.01%
+2,811
580
$237K 0.01%
747
581
$237K 0.01%
+2,318
582
$237K 0.01%
+1,474
583
$236K 0.01%
5,790
-1,529
584
$236K 0.01%
7,117
+121
585
$235K 0.01%
16,037
+5,892
586
$234K 0.01%
1,278
-1,373
587
$234K 0.01%
+4,997
588
$234K 0.01%
+3,618
589
$233K 0.01%
+2,233
590
$233K 0.01%
+809
591
$232K 0.01%
+5,333
592
$232K 0.01%
1,113
-47
593
$232K 0.01%
+4,040
594
$231K 0.01%
21,847
-665
595
$231K 0.01%
+397
596
$231K 0.01%
+2,535
597
$230K 0.01%
2,088
598
$229K 0.01%
+2,395
599
$228K 0.01%
+900
600
$227K 0.01%
+1,039
22 23
24
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