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
$324M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$293K 0.09%
+935
177
$293K 0.09%
+6,000
178
$292K 0.09%
+2,458
179
$289K 0.09%
+65,993
180
$288K 0.09%
+2,615
181
$284K 0.09%
+196
182
$281K 0.09%
+2,772
183
$280K 0.09%
+1,718
184
$279K 0.09%
+2,018
185
$279K 0.09%
+2,985
186
$277K 0.09%
+3,301
187
$277K 0.09%
+4,345
188
$276K 0.09%
+1,332
189
$274K 0.08%
+1,212
190
$273K 0.08%
+816
191
$272K 0.08%
+2,047
192
$268K 0.08%
+3,959
193
$267K 0.08%
+3,952
194
$261K 0.08%
+2,000
195
$260K 0.08%
+5,683
196
$259K 0.08%
+7,598
197
$256K 0.08%
+14,591
198
$256K 0.08%
+883
199
$253K 0.08%
+4,658
200
$253K 0.08%
+5,368