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
126
$1.7M 0.1%
29,947
+2,521
127
$1.69M 0.1%
5,615
+442
128
$1.68M 0.1%
2,096
+37
129
$1.67M 0.1%
20,779
+1,145
130
$1.67M 0.1%
21,485
131
$1.66M 0.09%
3,446
+46
132
$1.63M 0.09%
3,289
-43
133
$1.61M 0.09%
7,322
+267
134
$1.6M 0.09%
14,233
+1,063
135
$1.58M 0.09%
18,730
+1,574
136
$1.57M 0.09%
4,389
+1,047
137
$1.55M 0.09%
13,639
+846
138
$1.54M 0.09%
27,801
139
$1.54M 0.09%
7,582
-314
140
$1.52M 0.09%
29,457
-578
141
$1.51M 0.09%
4,895
+405
142
$1.5M 0.09%
16,289
+693
143
$1.49M 0.09%
1,496
+65
144
$1.49M 0.08%
19,915
+1,951
145
$1.48M 0.08%
67,949
+2,515
146
$1.46M 0.08%
4,291
+105
147
$1.46M 0.08%
3,249
+65
148
$1.46M 0.08%
5,258
+139
149
$1.45M 0.08%
5,389
+653
150
$1.44M 0.08%
8,526
+624
4 5
6
7 8