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
101
$806K 0.16%
3,495
+928
102
$804K 0.16%
36,294
+6
103
$802K 0.16%
17,375
104
$799K 0.16%
18,000
+2,450
105
$799K 0.16%
2,726
+337
106
$797K 0.16%
8,235
+575
107
$796K 0.16%
3,799
+710
108
$784K 0.16%
6,350
-1,964
109
$782K 0.16%
3,040
+221
110
$751K 0.15%
3,850
+635
111
$724K 0.15%
8,412
+3,307
112
$722K 0.15%
10,127
+3,858
113
$722K 0.15%
3,066
-230
114
$708K 0.14%
31,596
+17,779
115
$705K 0.14%
11,469
+2,578
116
$702K 0.14%
2,468
-1,590
117
$702K 0.14%
3,217
+1,656
118
$698K 0.14%
3,097
-51
119
$695K 0.14%
18,304
+3,703
120
$688K 0.14%
1,777
+551
121
$683K 0.14%
5,615
+2,017
122
$664K 0.13%
4,447
+570
123
$664K 0.13%
3,367
-200
124
$663K 0.13%
2,932
+661
125
$659K 0.13%
4,911
+1,191
3 4
5
6 7