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
301
$828K 0.04%
7,979
302
$825K 0.04%
7,749
+187
303
$819K 0.03%
7,784
+1,570
304
$817K 0.03%
18,556
-1,052
305
$816K 0.03%
14,872
+773
306
$813K 0.03%
12,191
+1,081
307
$811K 0.03%
10,429
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308
$809K 0.03%
3,170
+192
309
$808K 0.03%
4,120
+35
310
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18,856
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311
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3,000
+39
312
$803K 0.03%
6,533
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313
$802K 0.03%
1,068
+14
314
$802K 0.03%
15,572
315
$797K 0.03%
11,111
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316
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317
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318
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10,102
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319
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5,644
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320
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11,291
-18
321
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7,963
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322
$781K 0.03%
18,004
+716
323
$781K 0.03%
5,176
+680
324
$780K 0.03%
3,959
+327
325
$779K 0.03%
18,179
-2
11 12
13
14 15