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
476
$476K 0.02%
6,867
+1,603
477
$476K 0.02%
708
+11
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13,162
-169
479
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5,498
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480
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251
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481
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747
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482
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8,716
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483
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3,555
484
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7,741
485
$457K 0.02%
2,060
+214
486
$457K 0.02%
27,294
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487
$457K 0.02%
2,415
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488
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7,548
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489
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2,981
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490
$450K 0.02%
7,755
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491
$450K 0.02%
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492
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-24
494
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5,999
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495
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1,476
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2,246
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497
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1,938
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498
$439K 0.02%
28,947
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499
$439K 0.02%
7,579
500
$435K 0.02%
10,866
+117
18 19
20
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