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
501
$435K 0.02%
3,422
-576
502
$434K 0.02%
3,465
+434
503
$434K 0.02%
6,400
504
$433K 0.02%
4,052
+53
505
$433K 0.02%
9,680
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506
$432K 0.02%
3,906
+101
507
$432K 0.02%
20,967
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508
$430K 0.02%
9,540
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509
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+6,500
510
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3,729
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511
$427K 0.02%
2,512
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512
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513
$423K 0.02%
35,466
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514
$422K 0.02%
2,985
-793
515
$421K 0.02%
4,761
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516
$418K 0.02%
2,538
-20
517
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518
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2,579
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519
$415K 0.02%
8,397
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520
$415K 0.02%
1,846
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521
$415K 0.02%
2,550
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522
$412K 0.02%
7,238
523
$411K 0.02%
1,761
-193
524
$409K 0.02%
30,879
+2,847
525
$409K 0.02%
3,154
+105
19 20
21
22 23