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
451
$518K 0.02%
1,633
+8
452
$516K 0.02%
2,846
+20
453
$512K 0.02%
21,825
+2,215
454
$511K 0.02%
10,416
+61
455
$511K 0.02%
2,034
-2,437
456
$508K 0.02%
6,312
+21
457
$504K 0.02%
2,522
+135
458
$503K 0.02%
3,630
+81
459
$502K 0.02%
4,352
+139
460
$501K 0.02%
16,768
-2,088
461
$501K 0.02%
20,780
+3,618
462
$499K 0.02%
5,519
-1,411
463
$498K 0.02%
4,069
+238
464
$497K 0.02%
16,054
+56
465
$495K 0.02%
3,519
466
$492K 0.02%
16,896
-1,094
467
$492K 0.02%
5,232
-2,942
468
$492K 0.02%
6,045
-126
469
$486K 0.02%
872
+15
470
$485K 0.02%
1,055
-706
471
$481K 0.02%
4,015
+56
472
$481K 0.02%
8,068
+3,215
473
$479K 0.02%
3,786
+2
474
$478K 0.02%
1,183
+1
475
$478K 0.02%
1,942
-923
17 18
19
20 21