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
176
$646K 0.09%
5,198
+840
177
$642K 0.08%
10,643
+3,163
178
$641K 0.08%
4,382
+669
179
$640K 0.08%
4,886
-1,346
180
$638K 0.08%
2,355
-60
181
$637K 0.08%
2,261
-335
182
$635K 0.08%
16,137
+7,806
183
$634K 0.08%
8,509
-960
184
$630K 0.08%
5,869
+2,507
185
$621K 0.08%
19,375
+30
186
$617K 0.08%
11,791
+1,483
187
$616K 0.08%
9,319
+1,753
188
$608K 0.08%
6,124
+2,474
189
$607K 0.08%
15,482
+1,046
190
$599K 0.08%
11,710
+11
191
$597K 0.08%
7,607
-1,356
192
$594K 0.08%
1,224
-253
193
$584K 0.08%
11,913
-7,929
194
$583K 0.08%
3,594
+392
195
$575K 0.08%
18,524
+205
196
$575K 0.08%
1,779
-131
197
$563K 0.07%
16,650
+2,450
198
$558K 0.07%
7,221
-423
199
$555K 0.07%
11,025
+1,127
200
$555K 0.07%
1,734
+361
6 7
8
9 10