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
$1.95B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$8.89M
3
+$8.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.19M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$7.22M

Top Sells

1
+$3.93M
2
+$2.65M
3
+$2.4M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.37M
5
WFC icon
Wells Fargo
WFC
+$1.36M

Sector Composition

1 Technology 11.97%
2 Financials 6.1%
3 Consumer Discretionary 4.18%
4 Communication Services 4.12%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.83M 0.09%
7,833
+398
127
$1.83M 0.09%
4,322
+251
128
$1.82M 0.09%
37,028
+2,672
129
$1.79M 0.09%
22,928
-65
130
$1.77M 0.09%
7,095
+773
131
$1.77M 0.09%
8,924
+5
132
$1.77M 0.09%
8,013
-246
133
$1.75M 0.09%
12,594
+767
134
$1.75M 0.09%
24,161
+3,603
135
$1.73M 0.09%
3,064
+30
136
$1.73M 0.09%
10,283
+1,369
137
$1.71M 0.09%
14,354
+510
138
$1.69M 0.09%
16,131
+7,786
139
$1.69M 0.09%
5,965
-26
140
$1.69M 0.09%
11,628
+1,018
141
$1.68M 0.09%
16,259
+2,778
142
$1.65M 0.08%
19,149
+393
143
$1.65M 0.08%
23,471
144
$1.64M 0.08%
3,494
+2
145
$1.63M 0.08%
5,872
+388
146
$1.62M 0.08%
52,046
147
$1.62M 0.08%
66,386
+15,029
148
$1.62M 0.08%
30,603
-2,520
149
$1.57M 0.08%
19,836
-15,726
150
$1.57M 0.08%
31,168
+168
4 5
6
7 8