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
351
$688K 0.03%
6,930
-676
352
$688K 0.03%
14,436
+3,074
353
$687K 0.03%
9,852
+1,574
354
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2,896
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30,063
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356
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4,115
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357
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358
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-16
359
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360
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2,299
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361
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7,228
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362
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37,405
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363
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2,054
-4
364
$639K 0.03%
5,692
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365
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3,778
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366
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369
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6,654
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371
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1,625
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372
$615K 0.03%
7,624
373
$615K 0.03%
8,409
+239
374
$613K 0.03%
4,422
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375
$613K 0.03%
3,048
-569
13 14
15
16 17