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
$498M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$5.2M
3
+$4.44M
4
AAPL icon
Apple
AAPL
+$3.65M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$3.38M

Top Sells

1
+$2.03M
2
+$1.02M
3
+$847K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$843K
5
NVDA icon
NVIDIA
NVDA
+$787K

Sector Composition

1 Technology 8.61%
2 Healthcare 5.87%
3 Financials 4.32%
4 Consumer Discretionary 3.38%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$388K 0.08%
7,818
202
$388K 0.08%
+2,072
203
$381K 0.08%
1,552
+307
204
$374K 0.08%
+8,419
205
$374K 0.08%
22,453
+2,362
206
$371K 0.07%
1,336
+137
207
$371K 0.07%
9,375
208
$371K 0.07%
+2,035
209
$370K 0.07%
+7,657
210
$370K 0.07%
2,475
-119
211
$366K 0.07%
4,878
+1,740
212
$365K 0.07%
+2,072
213
$364K 0.07%
3,269
+226
214
$360K 0.07%
992
-226
215
$359K 0.07%
9,988
+257
216
$358K 0.07%
2,569
+509
217
$358K 0.07%
+1,335
218
$357K 0.07%
15,024
+1,815
219
$351K 0.07%
3,903
220
$351K 0.07%
6,189
+11
221
$347K 0.07%
2,551
222
$345K 0.07%
10,302
+2,008
223
$342K 0.07%
15,141
-1,997
224
$338K 0.07%
6,158
+197
225
$336K 0.07%
11,749
+4
7 8
9
10 11