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
$758M
AUM Growth
+$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$5.84M
3
+$4.95M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.71M
5
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$4.68M

Top Sells

1
+$991K
2
+$966K
3
+$697K
4
UNH icon
UnitedHealth
UNH
+$694K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$624K

Sector Composition

1 Technology 9.11%
2 Healthcare 4.91%
3 Financials 4.35%
4 Consumer Discretionary 3.57%
5 Industrials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$735K 0.1%
5,936
+788
152
$733K 0.1%
2,277
+51
153
$732K 0.1%
5,415
+2,131
154
$719K 0.09%
6,894
+1,317
155
$718K 0.09%
4,822
+744
156
$714K 0.09%
3,752
+651
157
$708K 0.09%
18,321
-3,592
158
$707K 0.09%
4,744
+24
159
$706K 0.09%
4,372
+295
160
$696K 0.09%
2,453
+230
161
$695K 0.09%
13,894
+1,796
162
$695K 0.09%
2,051
-2
163
$694K 0.09%
2,406
+157
164
$688K 0.09%
8,053
+3,174
165
$687K 0.09%
267
+65
166
$686K 0.09%
6,960
+2,255
167
$686K 0.09%
2,775
+78
168
$683K 0.09%
16,146
+1,531
169
$676K 0.09%
5,154
+1,393
170
$672K 0.09%
6,479
-2,254
171
$666K 0.09%
9,260
+237
172
$662K 0.09%
6,879
+611
173
$658K 0.09%
8,899
+101
174
$650K 0.09%
2,936
-3,150
175
$646K 0.09%
1,848
+118
5 6
7
8 9