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
326
$778K 0.03%
744
+27
327
$777K 0.03%
10,968
+96
328
$773K 0.03%
7,384
+719
329
$772K 0.03%
21,702
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330
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7,168
+717
331
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1,000
+12
332
$763K 0.03%
2,541
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333
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5,707
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334
$745K 0.03%
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335
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2,569
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336
$738K 0.03%
23,126
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337
$735K 0.03%
2,765
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338
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2,052
+6
339
$731K 0.03%
10,110
-2,191
340
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341
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342
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8,174
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343
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7,349
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344
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237
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345
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4,141
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346
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6,407
-3
347
$699K 0.03%
3,836
-225
348
$697K 0.03%
865
+40
349
$696K 0.03%
7,477
+402
350
$691K 0.03%
2,871
+104
12 13
14
15 16