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
276
$993K 0.04%
3,715
+97
277
$987K 0.04%
8,352
+968
278
$974K 0.04%
4,167
+203
279
$974K 0.04%
3,491
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280
$970K 0.04%
2,819
-196
281
$967K 0.04%
5,460
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282
$962K 0.04%
12,545
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283
$960K 0.04%
20,329
+2,150
284
$952K 0.04%
20,579
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285
$952K 0.04%
24,684
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286
$946K 0.04%
12,296
287
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4,004
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288
$938K 0.03%
4,669
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289
$937K 0.03%
24,413
+101
290
$932K 0.03%
10,855
-113
291
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292
$922K 0.03%
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293
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12,730
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294
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13,321
295
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30,528
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296
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1,684
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297
$908K 0.03%
5,453
-30
298
$903K 0.03%
3,492
+124
299
$902K 0.03%
12,021
+4,821
300
$892K 0.03%
18,803
+799
10 11
12
13 14