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
151
$1.44M 0.08%
2,286
+106
152
$1.43M 0.08%
10,909
+7,913
153
$1.43M 0.08%
3,184
+276
154
$1.41M 0.08%
7,611
+433
155
$1.4M 0.08%
5,579
+6
156
$1.4M 0.08%
2,338
+291
157
$1.39M 0.08%
14,689
-933
158
$1.38M 0.08%
22,030
+92
159
$1.38M 0.08%
16,863
+420
160
$1.38M 0.08%
26,287
-1,807
161
$1.38M 0.08%
34,018
+5,600
162
$1.37M 0.08%
7,010
+40
163
$1.34M 0.08%
2,842
+189
164
$1.33M 0.08%
12,887
+120
165
$1.32M 0.08%
12,018
+1,530
166
$1.32M 0.08%
6,320
+223
167
$1.31M 0.07%
11,120
+809
168
$1.3M 0.07%
14,610
+2,002
169
$1.28M 0.07%
13,300
-582
170
$1.25M 0.07%
19,024
+11
171
$1.23M 0.07%
6,101
+685
172
$1.22M 0.07%
3,183
+463
173
$1.22M 0.07%
5,611
-944
174
$1.21M 0.07%
4,999
-28
175
$1.19M 0.07%
6,640
+208
5 6
7
8 9