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
401
$610K 0.02%
13,668
-768
402
$609K 0.02%
10,500
+1,090
403
$607K 0.02%
19,825
-7,626
404
$606K 0.02%
1,188
-378
405
$602K 0.02%
2,126
+28
406
$601K 0.02%
3,782
+178
407
$600K 0.02%
30,235
+172
408
$594K 0.02%
2,466
+88
409
$591K 0.02%
8,831
-37
410
$590K 0.02%
3,012
+149
411
$588K 0.02%
6,250
+550
412
$587K 0.02%
19,732
+853
413
$585K 0.02%
7,321
+1,483
414
$584K 0.02%
2,248
+269
415
$584K 0.02%
3,977
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416
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417
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418
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3,757
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419
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20,180
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420
$578K 0.02%
3,039
-143
421
$576K 0.02%
23,152
+255
422
$576K 0.02%
6,779
-389
423
$571K 0.02%
29,859
-1,311
424
$571K 0.02%
15,856
+1,422
425
$569K 0.02%
4,826
+62
15 16
17
18 19