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
1
$45.7M 9.19%
1,257,747
+45,991
2
$26.2M 5.27%
719,045
+31,484
3
$19.5M 3.93%
59,543
-1,303
4
$18.3M 3.67%
802,544
-44,772
5
$17.8M 3.58%
370,503
+92,206
6
$15.9M 3.19%
218,420
+18,050
7
$15.6M 3.14%
296,806
+98,647
8
$15.4M 3.1%
86,022
-641
9
$14.3M 2.88%
103,814
+26,385
10
$11M 2.21%
67,100
+1,846
11
$10.8M 2.18%
252,312
+122,928
12
$8.45M 1.7%
176,943
+6,460
13
$7.3M 1.47%
71,135
+3,456
14
$6.37M 1.28%
33,871
-1,111
15
$6.3M 1.27%
67,879
+5,235
16
$5.85M 1.18%
51,772
+6,399
17
$5.09M 1.02%
21,872
-8,711
18
$4.97M 1%
48,419
+29,856
19
$4.79M 0.96%
64,465
+24,966
20
$4.51M 0.91%
72,311
+44,645
21
$4.37M 0.88%
129,900
+6,437
22
$4.02M 0.81%
285,728
+240,318
23
$4M 0.8%
64,490
+8,760
24
$3.86M 0.78%
14,548
+2,329
25
$3.69M 0.74%
63,307
+34,533
1
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