WPC
Wedmont Private Capital Portfolio holdings
AUM $2.34B
1-Year Return
18.29%
This Quarter Return
-4.88%
1 Year Return
+18.29%
3 Year Return
+65.45%
5 Year Return
–
10 Year Return
–
AUM
$448M
AUM Growth
+$124M
(+38%)
Cap. Flow
+$135M
Cap. Flow
% of AUM
30.03%
Top 10 Holdings %
Top 10 Hldgs %
40.93%
Holding
336
New
96
Increased
177
Reduced
26
Closed
17
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$12.3M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$9.21M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$7.06M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$6.01M |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$5.89M |
Top Sells
Sector Composition
| 1 | Technology | 10.05% |
| 2 | Healthcare | 5.32% |
| 3 | Financials | 4.39% |
| 4 | Consumer Discretionary | 3.51% |
| 5 | Communication Services | 3.25% |
