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
451
$463K 0.02%
3,604
+639
452
$461K 0.02%
26,486
-210
453
$456K 0.02%
10,223
-283
454
$455K 0.02%
3,555
-628
455
$452K 0.02%
19,610
456
$452K 0.02%
2,603
+78
457
$450K 0.02%
7,200
+3,683
458
$449K 0.02%
3,831
+1,308
459
$447K 0.02%
1,065
-1,053
460
$446K 0.02%
5,566
+360
461
$446K 0.02%
6,945
+550
462
$446K 0.02%
5,838
-463
463
$444K 0.02%
9,674
-862
464
$442K 0.02%
13,331
+295
465
$441K 0.02%
1,634
+104
466
$437K 0.02%
1,182
+371
467
$435K 0.02%
21,493
+879
468
$433K 0.02%
2,218
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469
$432K 0.02%
7,333
-281
470
$431K 0.02%
4,382
-724
471
$431K 0.02%
5,707
-361
472
$431K 0.02%
1,863
+38
473
$431K 0.02%
3,549
+63
474
$429K 0.02%
3,999
-456
475
$428K 0.02%
5,397
+1,365
17 18
19
20 21