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
201
$252K 0.08%
+496
202
$250K 0.08%
+1,655
203
$248K 0.08%
+3,409
204
$246K 0.08%
+2,409
205
$244K 0.08%
+1,881
206
$241K 0.07%
+552
207
$237K 0.07%
+4,770
208
$236K 0.07%
+621
209
$235K 0.07%
+2,161
210
$230K 0.07%
+5,182
211
$228K 0.07%
+792
212
$224K 0.07%
+876
213
$223K 0.07%
+1,694
214
$222K 0.07%
+3,083
215
$221K 0.07%
+6,094
216
$218K 0.07%
+11,134
217
$218K 0.07%
+845
218
$216K 0.07%
+856
219
$216K 0.07%
+1,368
220
$215K 0.07%
+5,955
221
$215K 0.07%
+7,060
222
$214K 0.07%
+348
223
$214K 0.07%
+764
224
$211K 0.07%
+3,622
225
$210K 0.06%
+4,178