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
526
$352K 0.02%
4,660
+215
527
$349K 0.01%
11,629
-2,782
528
$347K 0.01%
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-444
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530
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531
$344K 0.01%
13,664
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532
$341K 0.01%
2,324
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533
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534
$339K 0.01%
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535
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536
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537
$334K 0.01%
1,665
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538
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5,831
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539
$331K 0.01%
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540
$331K 0.01%
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541
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544
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15,303
545
$326K 0.01%
2,687
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546
$326K 0.01%
2,905
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+2,428
548
$321K 0.01%
822
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549
$321K 0.01%
11,075
550
$319K 0.01%
2,017
-546
20 21
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