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
501
$382K 0.02%
674
+62
502
$382K 0.02%
900
-119
503
$379K 0.02%
11,780
+199
504
$375K 0.02%
5,486
+670
505
$374K 0.02%
31,593
+934
506
$373K 0.02%
10,771
+3,066
507
$371K 0.02%
1,844
-595
508
$371K 0.02%
4,494
-277
509
$370K 0.02%
28,032
+2,546
510
$370K 0.02%
10,749
+311
511
$369K 0.02%
5,903
-237
512
$368K 0.02%
4,824
-89
513
$367K 0.02%
2,441
+151
514
$364K 0.02%
2,387
+249
515
$364K 0.02%
3,565
+247
516
$364K 0.02%
6,920
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517
$363K 0.02%
5,473
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518
$361K 0.02%
1,090
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519
$360K 0.02%
3,373
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520
$357K 0.02%
2,553
-184
521
$356K 0.02%
1,424
-463
522
$356K 0.02%
7,026
+23
523
$355K 0.02%
2,606
-166
524
$354K 0.02%
4,676
525
$353K 0.02%
8,192
+1,600
19 20
21
22 23