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
101
$1.27M 0.13%
54,168
+1,359
102
$1.26M 0.13%
8,500
-177
103
$1.26M 0.13%
6,518
+750
104
$1.25M 0.13%
6,224
+610
105
$1.23M 0.12%
4,518
+523
106
$1.22M 0.12%
3,892
+431
107
$1.19M 0.12%
3,821
+1,091
108
$1.19M 0.12%
12,863
-165
109
$1.18M 0.12%
27,278
-1,356
110
$1.16M 0.12%
16,288
+3,417
111
$1.11M 0.11%
22,838
+7,780
112
$1.11M 0.11%
5,938
-251
113
$1.1M 0.11%
33,244
+9,837
114
$1.07M 0.11%
15,659
115
$1.07M 0.11%
6,953
+885
116
$1.07M 0.11%
5,558
117
$1.06M 0.11%
2,901
+496
118
$1.06M 0.11%
8,460
+404
119
$1.06M 0.11%
352
+43
120
$1.05M 0.11%
6,717
-520
121
$1.04M 0.11%
23,883
+251
122
$1.02M 0.1%
21,533
-65
123
$1.02M 0.1%
1,582
+130
124
$1.01M 0.1%
5,175
+4
125
$1.01M 0.1%
3,470
+172
3 4
5
6 7