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
76
$2.81M 0.16%
10,261
+590
77
$2.78M 0.16%
46,834
+2,289
78
$2.73M 0.16%
8,453
+21
79
$2.73M 0.16%
6,846
+672
80
$2.67M 0.15%
5,671
+912
81
$2.61M 0.15%
5,364
-11,033
82
$2.6M 0.15%
27,267
-10
83
$2.55M 0.15%
22,202
+63
84
$2.54M 0.15%
26,968
+2,179
85
$2.51M 0.14%
9,008
+730
86
$2.51M 0.14%
46,413
-314
87
$2.47M 0.14%
7,923
+5
88
$2.46M 0.14%
94,397
+19,991
89
$2.4M 0.14%
29,080
+846
90
$2.35M 0.13%
10,354
+647
91
$2.34M 0.13%
58,524
-621
92
$2.31M 0.13%
36,699
-426
93
$2.25M 0.13%
47,600
-2,000
94
$2.25M 0.13%
3,729
+51
95
$2.24M 0.13%
4,524
+291
96
$2.21M 0.13%
8,418
+175
97
$2.14M 0.12%
12,792
-52
98
$2.12M 0.12%
4,187
+565
99
$2.11M 0.12%
2,330
+211
100
$2.11M 0.12%
10,314
+1,102
2 3
4
5 6