WPC

Wedmont Private Capital Portfolio holdings

AUM $2.88B
1-Year Est. Return 23.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.34B
AUM Growth
+$393M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$15.3M
3
+$10.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.42M
5
GEV icon
GE Vernova
GEV
+$3.87M

Top Sells

1
+$3.73M
2
+$2.13M
3
+$2.04M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.86M
5
AMZN icon
Amazon
AMZN
+$1.53M

Sector Composition

1 Technology 13.2%
2 Financials 6.13%
3 Communication Services 4.41%
4 Consumer Discretionary 4.04%
5 Healthcare 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.17M 0.05%
15,949
-74
227
$1.17M 0.05%
14,050
+612
228
$1.16M 0.05%
5,991
+681
229
$1.16M 0.05%
38,960
230
$1.15M 0.05%
6,437
+571
231
$1.15M 0.05%
3,276
+38
232
$1.15M 0.05%
14,142
-403
233
$1.15M 0.05%
7,040
+68
234
$1.15M 0.05%
31,361
-357
235
$1.14M 0.05%
14,143
-630
236
$1.14M 0.05%
5,277
-770
237
$1.13M 0.05%
1,559
+123
238
$1.12M 0.05%
2,618
+13
239
$1.11M 0.05%
36,508
240
$1.11M 0.05%
8,236
-1,579
241
$1.11M 0.05%
3,513
-63
242
$1.11M 0.05%
4,681
-454
243
$1.11M 0.05%
42,316
+3,857
244
$1.1M 0.05%
6,450
-439
245
$1.09M 0.05%
39,549
+1,244
246
$1.08M 0.05%
10,793
+1,625
247
$1.06M 0.05%
7,651
-966
248
$1.05M 0.05%
9,507
+298
249
$1.05M 0.05%
42,294
+572
250
$1.05M 0.04%
31,795
+17,935
8 9
10
11 12