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
626
$207K 0.01%
+1,351
627
$206K 0.01%
2,952
-76
628
$205K 0.01%
+208
629
$204K 0.01%
+437
630
$203K 0.01%
+1,170
631
$203K 0.01%
+2,979
632
$203K 0.01%
+2,398
633
$201K 0.01%
90,062
-1,253
634
$198K 0.01%
34,970
-700
635
$195K 0.01%
11,047
+688
636
$190K 0.01%
+14,255
637
$177K 0.01%
16,856
-2,623
638
$175K 0.01%
+22,651
639
$171K 0.01%
12,143
-1,265
640
$169K 0.01%
10,915
+664
641
$167K 0.01%
10,079
-19,280
642
$166K 0.01%
+12,259
643
$165K 0.01%
15,510
+1,968
644
$160K 0.01%
13,872
645
$157K 0.01%
31,319
+3,252
646
$149K 0.01%
13,164
+987
647
$148K 0.01%
20,113
+1,963
648
$148K 0.01%
21,520
649
$131K 0.01%
+10,800
650
$123K 0.01%
+14,829
24 25
26
27 28