WPC
Wedmont Private Capital Portfolio holdings
AUM
$2.34B
1-Year Return
18.29%
This Quarter Return
+5.98%
1 Year Return
+18.29%
3 Year Return
+65.45%
5 Year Return
–
10 Year Return
–
AUM
$324M
AUM Growth
–
Cap. Flow
+$324M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.56%
Holding
240
New
240
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$29.3M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$25M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$16.9M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$16.4M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$13M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.96% |
| 2 | Financials | 4.46% |
| 3 | Healthcare | 4.1% |
| 4 | Communication Services | 3.7% |
| 5 | Industrials | 3.05% |
