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
551
$319K 0.01%
1,846
-98
552
$317K 0.01%
1,437
-140
553
$315K 0.01%
7,889
+505
554
$314K 0.01%
1,080
+18
555
$313K 0.01%
3,468
+8
556
$312K 0.01%
+3,915
557
$312K 0.01%
+2,461
558
$311K 0.01%
2,778
+97
559
$310K 0.01%
536
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560
$310K 0.01%
14,129
-475
561
$309K 0.01%
26,862
-493
562
$306K 0.01%
3,826
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563
$306K 0.01%
13,888
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564
$305K 0.01%
1,179
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565
$305K 0.01%
4,820
-884
566
$305K 0.01%
524
567
$304K 0.01%
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5,668
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569
$302K 0.01%
12,871
-5,553
570
$302K 0.01%
8,850
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571
$302K 0.01%
3,993
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572
$299K 0.01%
1,324
-752
573
$298K 0.01%
4,754
+857
574
$298K 0.01%
8,000
575
$298K 0.01%
2,189
+399
21 22
23
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