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
176
$1.18M 0.07%
14,722
+1,968
177
$1.18M 0.07%
3,414
+127
178
$1.17M 0.07%
21,590
-19,004
179
$1.17M 0.07%
25,969
+22
180
$1.17M 0.07%
145,220
+130,600
181
$1.17M 0.07%
5,680
+494
182
$1.16M 0.07%
26,568
-91
183
$1.16M 0.07%
6,284
-32
184
$1.16M 0.07%
2,348
+265
185
$1.15M 0.07%
10,723
+649
186
$1.15M 0.07%
36,508
187
$1.15M 0.07%
6,220
+931
188
$1.12M 0.06%
4,743
+462
189
$1.11M 0.06%
6,426
+181
190
$1.11M 0.06%
2,847
+253
191
$1.11M 0.06%
13,762
+9
192
$1.09M 0.06%
37,473
+1,994
193
$1.09M 0.06%
7,324
+1,377
194
$1.09M 0.06%
6,511
+361
195
$1.09M 0.06%
23,895
+134
196
$1.08M 0.06%
1,388
+49
197
$1.06M 0.06%
3,747
+231
198
$1.04M 0.06%
2,573
+78
199
$1.02M 0.06%
13,320
+615
200
$1.02M 0.06%
3,845
+10
6 7
8
9 10