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
401
$552K 0.02%
2,378
+69
402
$547K 0.02%
31,170
+443
403
$545K 0.02%
18,915
+1,425
404
$542K 0.02%
3,959
+442
405
$541K 0.02%
1,840
+6
406
$541K 0.02%
6,171
-522
407
$538K 0.02%
6,539
+3,730
408
$537K 0.02%
2,098
+121
409
$529K 0.02%
+2,863
410
$529K 0.02%
3,903
-621
411
$528K 0.02%
7,571
+1,753
412
$527K 0.02%
13,653
413
$526K 0.02%
10,355
+58
414
$525K 0.02%
1,766
-38
415
$525K 0.02%
9,410
+410
416
$519K 0.02%
4,738
+78
417
$515K 0.02%
1,541
+141
418
$513K 0.02%
6,291
+304
419
$512K 0.02%
9,113
+1,197
420
$512K 0.02%
9,213
+97
421
$511K 0.02%
4,801
-729
422
$509K 0.02%
12,559
+196
423
$508K 0.02%
9,927
+6,429
424
$508K 0.02%
4,764
+403
425
$507K 0.02%
4,395
-102
15 16
17
18 19