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
526
$408K 0.02%
2,680
+490
527
$407K 0.02%
8,703
+511
528
$406K 0.02%
7,372
+2,848
529
$406K 0.02%
497
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530
$406K 0.02%
2,053
-165
531
$405K 0.02%
6,223
532
$405K 0.02%
10,888
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533
$404K 0.02%
14,751
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534
$403K 0.02%
11,058
+1,599
535
$402K 0.01%
2,662
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536
$401K 0.01%
+3,523
537
$401K 0.01%
16,500
+2,612
538
$397K 0.01%
3,485
-80
539
$397K 0.01%
23,786
+257
540
$396K 0.01%
11,974
+194
541
$393K 0.01%
6,380
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542
$391K 0.01%
39,186
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543
$388K 0.01%
8,691
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544
$385K 0.01%
2,323
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545
$384K 0.01%
3,127
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546
$381K 0.01%
9,311
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547
$380K 0.01%
6,882
+292
548
$380K 0.01%
2,470
+42
549
$379K 0.01%
5,312
+492
550
$379K 0.01%
4,676
20 21
22
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