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
$989M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$7.8M
3
+$6.45M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.31M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$5.38M

Top Sells

1
+$752K
2
+$504K
3
+$500K
4
HSY icon
Hershey
HSY
+$499K
5
KO icon
Coca-Cola
KO
+$494K

Sector Composition

1 Technology 10.85%
2 Financials 4.52%
3 Healthcare 4.18%
4 Consumer Discretionary 3.96%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.23M 0.33%
37,865
52
$3.21M 0.32%
31,172
-3,030
53
$2.89M 0.29%
37,714
+8,187
54
$2.84M 0.29%
12,134
+1,111
55
$2.8M 0.28%
10,043
+4,078
56
$2.79M 0.28%
29,329
+1,052
57
$2.77M 0.28%
9,368
+612
58
$2.74M 0.28%
6,953
+983
59
$2.73M 0.28%
5,160
+507
60
$2.69M 0.27%
25,789
-1,768
61
$2.65M 0.27%
12,771
+1,438
62
$2.56M 0.26%
16,384
+8,322
63
$2.53M 0.26%
16,100
+2,223
64
$2.5M 0.25%
16,746
+4,615
65
$2.48M 0.25%
5,823
+1,456
66
$2.39M 0.24%
27,930
+5,280
67
$2.39M 0.24%
45,651
-22
68
$2.37M 0.24%
18,254
+1,434
69
$2.36M 0.24%
45,459
+5,943
70
$2.29M 0.23%
13,516
+1,144
71
$2.27M 0.23%
24,444
+4,048
72
$2.25M 0.23%
13,967
-255
73
$2.12M 0.21%
5,480
+481
74
$2.06M 0.21%
8,344
+26
75
$2.04M 0.21%
12,224
+976
1 2
3
4 5