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
426
$506K 0.02%
9,641
+1,044
427
$505K 0.02%
9,251
+29
428
$505K 0.02%
3,555
+105
429
$505K 0.02%
10,054
430
$504K 0.02%
17,990
-998
431
$502K 0.02%
6,166
+1,813
432
$501K 0.02%
1,979
+25
433
$500K 0.02%
13,735
+576
434
$495K 0.02%
7,979
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435
$495K 0.02%
36,255
+6,474
436
$493K 0.02%
51,893
-892
437
$492K 0.02%
7,836
+128
438
$490K 0.02%
8,572
-142
439
$482K 0.02%
8,437
+2,660
440
$481K 0.02%
2,558
+81
441
$481K 0.02%
14,434
-1,786
442
$479K 0.02%
3,519
443
$478K 0.02%
7,741
444
$475K 0.02%
18,879
+2,771
445
$475K 0.02%
15,998
+277
446
$472K 0.02%
1,361
-122
447
$469K 0.02%
1,954
-51
448
$468K 0.02%
294
-29
449
$467K 0.02%
3,784
+9
450
$467K 0.02%
2,190
+92
16 17
18
19 20