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
51
$4.67M 0.27%
9,514
+260
52
$4.56M 0.26%
17,537
+102
53
$4.56M 0.26%
69,142
+95
54
$4.5M 0.26%
5,152
+429
55
$4.46M 0.25%
72,187
+722
56
$4.42M 0.25%
55,842
+2,320
57
$4.29M 0.25%
22,168
+1,051
58
$4.29M 0.24%
113,304
+1,671
59
$4.15M 0.24%
10,959
-182
60
$3.93M 0.22%
24,651
+2,421
61
$3.91M 0.22%
6,723
+113
62
$3.72M 0.21%
57,718
-585
63
$3.64M 0.21%
29,278
-75
64
$3.6M 0.21%
18,397
-315
65
$3.52M 0.2%
17,749
+1,845
66
$3.43M 0.2%
20,044
+510
67
$3.31M 0.19%
27,902
+4,553
68
$3.22M 0.18%
14,377
+8
69
$3.18M 0.18%
29,279
-4,023
70
$3.1M 0.18%
44,752
+1
71
$3.07M 0.18%
44,557
+1,813
72
$3.06M 0.17%
46,292
73
$3.04M 0.17%
23,763
+1,935
74
$2.99M 0.17%
18,065
-333
75
$2.98M 0.17%
16,021
+762
1 2
3
4 5