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
476
$427K 0.02%
9,831
+504
477
$426K 0.02%
5,030
+79
478
$425K 0.02%
5,700
+398
479
$424K 0.02%
14,430
+638
480
$418K 0.02%
5,231
-600
481
$416K 0.02%
2,393
+91
482
$415K 0.02%
23,529
+240
483
$412K 0.02%
20,880
-312
484
$409K 0.02%
11,280
-1,203
485
$408K 0.02%
857
+68
486
$407K 0.02%
3,805
+46
487
$406K 0.02%
+1,330
488
$403K 0.02%
7,238
+1
489
$402K 0.02%
4,213
-30
490
$398K 0.02%
2,426
-166
491
$397K 0.02%
29,124
-534
492
$397K 0.02%
4,417
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493
$391K 0.02%
3,825
-105
494
$391K 0.02%
707
-66
495
$390K 0.02%
3,627
-118
496
$389K 0.02%
1,165
+33
497
$388K 0.02%
7,579
498
$388K 0.02%
6,400
499
$386K 0.02%
6,223
500
$386K 0.02%
2,262
+26
18 19
20
21 22