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
126
$653K 0.13%
22,815
+104
127
$651K 0.13%
4,820
+291
128
$641K 0.13%
6,890
+802
129
$628K 0.13%
7,947
+2,022
130
$628K 0.13%
1,735
+3
131
$615K 0.12%
23,855
+11,976
132
$612K 0.12%
9,913
+3,976
133
$608K 0.12%
5,115
+135
134
$603K 0.12%
1,806
+472
135
$602K 0.12%
1,094
-124
136
$601K 0.12%
1,322
+232
137
$599K 0.12%
4,439
+751
138
$598K 0.12%
2,172
-264
139
$585K 0.12%
9,584
+3,866
140
$585K 0.12%
3,116
-44
141
$583K 0.12%
19,201
+1,200
142
$571K 0.11%
+27,855
143
$564K 0.11%
8,835
+4,688
144
$558K 0.11%
+17,622
145
$557K 0.11%
1,320
+264
146
$555K 0.11%
3,738
+2,008
147
$553K 0.11%
6,751
-1,457
148
$548K 0.11%
2,814
+723
149
$545K 0.11%
2,915
+521
150
$544K 0.11%
9,721
+1,300
4 5
6
7 8