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
$1.22B
AUM Growth
+$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1 +$19.8M
2 +$8.7M
3 +$8.44M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$8.09M
5
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$7.04M

Sector Composition

1 Technology 11.19%
2 Financials 5.04%
3 Healthcare 4.27%
4 Consumer Discretionary 4.03%
5 Communication Services 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
-40,000
602
-2,811