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
$498M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$5.2M
3
+$4.44M
4
AAPL icon
Apple
AAPL
+$3.65M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$3.38M

Top Sells

1
+$2.03M
2
+$1.02M
3
+$847K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$843K
5
NVDA icon
NVIDIA
NVDA
+$787K

Sector Composition

1 Technology 8.61%
2 Healthcare 5.87%
3 Financials 4.32%
4 Consumer Discretionary 3.38%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.31%
14,373
+1,032
52
$1.52M 0.31%
14,568
+1,622
53
$1.49M 0.3%
20,557
54
$1.47M 0.3%
10,240
-3,145
55
$1.47M 0.29%
32,035
-2,423
56
$1.44M 0.29%
16,536
+1,800
57
$1.42M 0.29%
8,634
+323
58
$1.39M 0.28%
25,626
-127
59
$1.35M 0.27%
16,998
60
$1.3M 0.26%
23,260
-230
61
$1.28M 0.26%
4,631
+206
62
$1.27M 0.26%
13,398
+1,851
63
$1.26M 0.25%
8,786
+583
64
$1.26M 0.25%
7,706
+974
65
$1.24M 0.25%
28,350
+4,515
66
$1.23M 0.25%
101,410
-64,820
67
$1.19M 0.24%
13,772
+535
68
$1.18M 0.24%
3,843
+210
69
$1.14M 0.23%
2,416
+871
70
$1.11M 0.22%
2,193
+406
71
$1.11M 0.22%
25,359
-1,108
72
$1.1M 0.22%
25,491
+13,953
73
$1.1M 0.22%
24,746
+7,796
74
$1.09M 0.22%
45,688
-8,802
75
$1.06M 0.21%
35,040
+7,296
1 2
3
4 5