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
601
$226K 0.01%
2,589
+75
602
$225K 0.01%
3,431
603
$224K 0.01%
1,834
+6
604
$224K 0.01%
7,582
+96
605
$223K 0.01%
2,914
+62
606
$223K 0.01%
2,085
-279
607
$222K 0.01%
3,125
608
$222K 0.01%
1,769
+86
609
$222K 0.01%
+7,466
610
$221K 0.01%
+1,040
611
$219K 0.01%
6,401
+3,596
612
$218K 0.01%
+14,626
613
$215K 0.01%
2,114
-1,100
614
$214K 0.01%
+477
615
$214K 0.01%
+946
616
$213K 0.01%
7,785
+266
617
$213K 0.01%
11,832
-277
618
$213K 0.01%
+1,299
619
$211K 0.01%
901
+37
620
$210K 0.01%
+1,697
621
$209K 0.01%
16,136
+1,312
622
$208K 0.01%
+5,259
623
$208K 0.01%
+1,156
624
$208K 0.01%
+1,920
625
$208K 0.01%
5,538
23 24
25
26 27