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
251
$1.05M 0.04%
7,038
+1,281
252
$1.05M 0.04%
18,151
+3,108
253
$1.05M 0.04%
22,121
+2,668
254
$1.05M 0.04%
4,818
-93
255
$1.05M 0.04%
9,332
+2,189
256
$1.04M 0.04%
30,272
+5
257
$1.03M 0.04%
15,634
+254
258
$1.03M 0.04%
3,015
-159
259
$1.01M 0.04%
36,373
+1,904
260
$1.01M 0.04%
3,618
-18
261
$1.01M 0.04%
5,143
+425
262
$994K 0.04%
10,857
+1,885
263
$992K 0.04%
3,598
+400
264
$985K 0.04%
9,203
-704
265
$979K 0.04%
1,224
+29
266
$978K 0.04%
27,451
-1,237
267
$974K 0.04%
12,291
+70
268
$974K 0.04%
5,033
-118
269
$962K 0.04%
3,964
-323
270
$958K 0.04%
3,683
-162
271
$955K 0.04%
43,548
+3,244
272
$955K 0.04%
11,839
-1,741
273
$949K 0.04%
7,784
+1,029
274
$936K 0.04%
5,483
-93
275
$933K 0.04%
12,090
+2,230
9 10
11
12 13