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
26
$15.1M 0.64%
53,197
+2,495
27
$13.8M 0.59%
56,620
+1,486
28
$13.1M 0.56%
101,920
+3,210
29
$12.5M 0.53%
44,047
+1,548
30
$12.4M 0.53%
151,021
+9,724
31
$12.3M 0.52%
489,484
-84,865
32
$12.3M 0.52%
509,143
+16,377
33
$12.2M 0.52%
136,549
+5,671
34
$11.8M 0.5%
21,251
+1,865
35
$11.6M 0.5%
40,433
-2,994
36
$11.6M 0.5%
18,608
+2,596
37
$11.6M 0.49%
14,698
+30
38
$10.5M 0.45%
129,920
+1,787
39
$9.75M 0.42%
27,252
+1,867
40
$9.38M 0.4%
91,640
+33
41
$9.18M 0.39%
14,638
+543
42
$8.72M 0.37%
107,809
+1,036
43
$8.5M 0.36%
281,835
+4,317
44
$7.62M 0.33%
39,996
+2,751
45
$7.39M 0.32%
64,916
+2,271
46
$7.34M 0.31%
77,418
-3,523
47
$7.05M 0.3%
92,292
+1,242
48
$6.89M 0.29%
70,763
+3,614
49
$6.67M 0.28%
37,491
+8,761
50
$6.58M 0.28%
153,314
+1,330
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