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
376
$657K 0.02%
17,684
+4,813
377
$653K 0.02%
4,474
378
$650K 0.02%
4,856
+150
379
$650K 0.02%
909
+44
380
$648K 0.02%
7,249
+21
381
$647K 0.02%
2,904
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382
$643K 0.02%
6,657
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383
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5,535
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384
$639K 0.02%
3,523
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385
$636K 0.02%
7,946
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386
$635K 0.02%
10,756
-535
387
$632K 0.02%
9,184
+23
388
$629K 0.02%
3,012
-36
389
$628K 0.02%
8,862
+460
390
$626K 0.02%
7,553
+2,156
391
$625K 0.02%
7,938
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392
$625K 0.02%
7,343
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393
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9,961
-2,645
394
$623K 0.02%
4,443
+21
395
$620K 0.02%
32,775
+19,457
396
$618K 0.02%
2,112
+20
397
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12,097
+2,170
398
$616K 0.02%
6,415
+249
399
$615K 0.02%
5,645
-2,139
400
$614K 0.02%
15,102
+1,883
14 15
16
17 18