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
176
$444K 0.09%
3,491
+1,773
177
$440K 0.09%
1,833
+880
178
$438K 0.09%
1,433
+269
179
$433K 0.09%
5,217
-129
180
$430K 0.09%
1,938
+1,078
181
$429K 0.09%
2,024
+778
182
$426K 0.09%
9,025
+211
183
$422K 0.08%
1,814
+948
184
$422K 0.08%
3,483
+812
185
$422K 0.08%
6,106
+3,121
186
$421K 0.08%
+6,557
187
$420K 0.08%
4,896
+925
188
$420K 0.08%
9,658
+694
189
$413K 0.08%
10,714
-576
190
$412K 0.08%
6,053
+2,347
191
$411K 0.08%
1,631
+448
192
$410K 0.08%
20,307
193
$408K 0.08%
6,791
-532
194
$406K 0.08%
6,406
-3,549
195
$397K 0.08%
10,571
196
$395K 0.08%
+1,145
197
$395K 0.08%
1,197
+444
198
$394K 0.08%
13,100
+3,750
199
$393K 0.08%
1,756
+499
200
$390K 0.08%
1,818
+14
6 7
8
9 10