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
$1.95B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$8.89M
3
+$8.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.19M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$7.22M

Top Sells

1
+$3.93M
2
+$2.65M
3
+$2.4M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.37M
5
WFC icon
Wells Fargo
WFC
+$1.36M

Sector Composition

1 Technology 11.97%
2 Financials 6.1%
3 Consumer Discretionary 4.18%
4 Communication Services 4.12%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.36M 0.07%
3,876
+207
177
$1.35M 0.07%
33,699
+14,615
178
$1.35M 0.07%
30,886
-947
179
$1.35M 0.07%
62,297
+708
180
$1.34M 0.07%
12,398
+426
181
$1.33M 0.07%
5,652
+6
182
$1.31M 0.07%
3,104
-271
183
$1.31M 0.07%
4,843
+65
184
$1.29M 0.07%
15,145
+1,633
185
$1.29M 0.07%
2,712
-272
186
$1.28M 0.07%
4,384
-3,728
187
$1.28M 0.07%
22,729
+2,439
188
$1.28M 0.07%
21,238
+1,965
189
$1.28M 0.07%
+18,343
190
$1.27M 0.07%
2,175
+13
191
$1.27M 0.06%
21,377
+79
192
$1.25M 0.06%
16,307
+1,739
193
$1.25M 0.06%
15,858
194
$1.25M 0.06%
7,010
195
$1.23M 0.06%
7,851
+126
196
$1.22M 0.06%
+21,170
197
$1.2M 0.06%
14,545
+604
198
$1.2M 0.06%
5,861
+1
199
$1.2M 0.06%
8,379
+1,158
200
$1.19M 0.06%
3,576
+144
6 7
8
9 10