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
376
$612K 0.03%
9,161
+1,819
377
$607K 0.03%
49,022
+34
378
$603K 0.03%
13,219
-2,479
379
$601K 0.03%
6,751
-567
380
$600K 0.03%
2,478
+150
381
$598K 0.03%
8,658
+129
382
$598K 0.03%
13,237
+2,075
383
$592K 0.03%
4,474
+70
384
$590K 0.03%
1,680
+189
385
$589K 0.03%
8,402
+241
386
$588K 0.03%
3,182
-144
387
$586K 0.03%
2,477
+53
388
$583K 0.02%
3,998
+39
389
$581K 0.02%
3,724
+826
390
$578K 0.02%
4,138
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391
$576K 0.02%
12,167
+1,661
392
$576K 0.02%
10,961
-80
393
$576K 0.02%
8,485
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394
$574K 0.02%
4,706
+56
395
$566K 0.02%
22,897
+256
396
$565K 0.02%
1,761
+169
397
$564K 0.02%
10,136
+256
398
$563K 0.02%
5,860
+1,262
399
$562K 0.02%
3,727
-206
400
$562K 0.02%
3,750
+63
14 15
16
17 18