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
151
$543K 0.11%
7,554
+2,423
152
$542K 0.11%
4,562
+23
153
$536K 0.11%
1,931
+451
154
$529K 0.11%
4,686
-686
155
$524K 0.11%
3,242
-211
156
$522K 0.1%
4,109
157
$522K 0.1%
9,132
+2,565
158
$521K 0.1%
6,264
+962
159
$520K 0.1%
3,170
+285
160
$515K 0.1%
2,312
+1,428
161
$506K 0.1%
1,075
+332
162
$505K 0.1%
32,920
-1,305
163
$503K 0.1%
9,342
+4,934
164
$497K 0.1%
722
+187
165
$492K 0.1%
+12,318
166
$488K 0.1%
3,048
+1,081
167
$485K 0.1%
2,905
+156
168
$475K 0.1%
3,973
169
$474K 0.1%
2,731
+1,002
170
$472K 0.09%
2,593
+746
171
$464K 0.09%
3,996
+1,523
172
$464K 0.09%
1,602
+330
173
$462K 0.09%
3,202
+995
174
$457K 0.09%
14,709
+8,595
175
$449K 0.09%
3,525
+292
5 6
7
8 9