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
$989M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$7.8M
3
+$6.45M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.31M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$5.38M

Top Sells

1
+$752K
2
+$504K
3
+$500K
4
HSY icon
Hershey
HSY
+$499K
5
KO icon
Coca-Cola
KO
+$494K

Sector Composition

1 Technology 10.85%
2 Financials 4.52%
3 Healthcare 4.18%
4 Consumer Discretionary 3.96%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$668K 0.07%
5,252
+256
202
$668K 0.07%
4,559
+203
203
$665K 0.07%
3,157
+388
204
$662K 0.07%
4,203
+369
205
$661K 0.07%
12,611
+384
206
$659K 0.07%
3,120
+100
207
$657K 0.07%
4,587
+87
208
$651K 0.07%
10,212
+1,246
209
$641K 0.06%
+34,344
210
$635K 0.06%
10,397
+1,223
211
$635K 0.06%
1,938
+111
212
$634K 0.06%
10,395
+870
213
$628K 0.06%
3,973
214
$628K 0.06%
12,653
+736
215
$620K 0.06%
11,784
+12
216
$619K 0.06%
2,488
-21
217
$614K 0.06%
6,337
+83
218
$613K 0.06%
9,293
-2,269
219
$611K 0.06%
5,483
+2,538
220
$603K 0.06%
1,170
+227
221
$601K 0.06%
6,874
+1,204
222
$599K 0.06%
2,252
+1,432
223
$591K 0.06%
4,657
+314
224
$577K 0.06%
8,302
+2,543
225
$576K 0.06%
3,754
+121
7 8
9
10 11