WPC

Wedmont Private Capital Portfolio holdings

AUM $3.1B
1-Year Est. Return 23.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.69B
AUM Growth
+$348M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
819
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$21M
3
+$10.9M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.65M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.24M

Top Sells

1
+$6.08M
2
+$2.28M
3
+$1.29M
4
PM icon
Philip Morris
PM
+$1.18M
5
AMCR icon
Amcor
AMCR
+$911K

Sector Composition

1 Technology 15.13%
2 Financials 5.75%
3 Communication Services 4.53%
4 Consumer Discretionary 3.97%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.12M 0.04%
3,619
+106
252
$1.12M 0.04%
42,408
+114
253
$1.12M 0.04%
23,478
+1,357
254
$1.11M 0.04%
48,355
+4,807
255
$1.11M 0.04%
13,618
-370
256
$1.1M 0.04%
14,311
+2,120
257
$1.1M 0.04%
15,725
+91
258
$1.1M 0.04%
36,508
259
$1.1M 0.04%
1,613
+54
260
$1.1M 0.04%
30,272
261
$1.09M 0.04%
4,704
+23
262
$1.09M 0.04%
22,397
+917
263
$1.08M 0.04%
841
-29
264
$1.07M 0.04%
9,214
+11
265
$1.06M 0.04%
12,079
+240
266
$1.06M 0.04%
+43,635
267
$1.06M 0.04%
9,409
+733
268
$1.04M 0.04%
1,102
+34
269
$1.04M 0.04%
255
+9
270
$1.03M 0.04%
8,588
-744
271
$1.03M 0.04%
5,316
+173
272
$1.03M 0.04%
2,996
+200
273
$1.03M 0.04%
25,044
-4,443
274
$1.02M 0.04%
12,127
+5,588
275
$1.02M 0.04%
+20,426
9 10
11
12 13