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
351
$701K 0.03%
9,141
+483
352
$698K 0.03%
7,624
353
$698K 0.03%
24,954
-14,595
354
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+270
355
$691K 0.03%
10,038
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356
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1,590
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357
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358
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12,152
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359
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360
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361
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362
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2,814
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363
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24,086
+2,593
364
$677K 0.03%
860
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365
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4,432
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366
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367
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368
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66,751
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369
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1,143
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370
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2,554
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371
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1,796
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372
$663K 0.02%
10,891
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373
$662K 0.02%
4,264
+540
374
$661K 0.02%
4,217
+102
375
$659K 0.02%
14,578
+1,341
13 14
15
16 17