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
76
$1.05M 0.21%
11,036
+2,212
77
$1.02M 0.21%
10,835
+4,104
78
$1.02M 0.2%
7,505
-973
79
$1.02M 0.2%
5,732
-1,168
80
$1M 0.2%
7,058
81
$980K 0.2%
11,632
+2,757
82
$977K 0.2%
3,199
+573
83
$973K 0.2%
20,128
+3,317
84
$968K 0.19%
20,378
+3,942
85
$953K 0.19%
23,825
+3,470
86
$942K 0.19%
9,202
+2,141
87
$929K 0.19%
4,057
+1,013
88
$922K 0.19%
5,407
+1,048
89
$909K 0.18%
18,215
+4,077
90
$902K 0.18%
94,211
91
$890K 0.18%
5,526
+2,928
92
$871K 0.18%
1,795
+333
93
$869K 0.17%
13,017
+889
94
$865K 0.17%
21,516
+3,147
95
$859K 0.17%
22,279
96
$855K 0.17%
5,527
+1,849
97
$841K 0.17%
10,729
+3,445
98
$840K 0.17%
11,819
+96
99
$835K 0.17%
2,161
+381
100
$812K 0.16%
36,508
2 3
4
5 6