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
276
$921K 0.04%
246
+13
277
$918K 0.04%
3,368
+10
278
$911K 0.04%
18,591
+16,198
279
$910K 0.04%
3,187
+1,377
280
$900K 0.04%
12,296
+22
281
$900K 0.04%
24,312
+99
282
$895K 0.04%
20,575
+15
283
$894K 0.04%
6,098
-223
284
$889K 0.04%
4,655
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285
$884K 0.04%
8,676
-99
286
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19,297
+4,275
287
$875K 0.04%
1,566
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288
$871K 0.04%
6,258
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289
$870K 0.04%
2,865
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290
$867K 0.04%
30,255
291
$855K 0.04%
3,855
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292
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14,333
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293
$853K 0.04%
4,054
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294
$851K 0.04%
17,870
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295
$849K 0.04%
2,313
-16
296
$845K 0.04%
13,321
+255
297
$845K 0.04%
21,480
+1,586
298
$843K 0.04%
12,606
+4,681
299
$839K 0.04%
2,796
+435
300
$834K 0.04%
4,160
-19
10 11
12
13 14