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
551
$377K 0.01%
1,403
-21
552
$374K 0.01%
979
+79
553
$373K 0.01%
4,391
-103
554
$372K 0.01%
3,031
+126
555
$371K 0.01%
2,606
556
$370K 0.01%
5,363
+81
557
$368K 0.01%
2,853
+203
558
$362K 0.01%
1,114
+34
559
$361K 0.01%
+4,847
560
$361K 0.01%
2,898
+357
561
$358K 0.01%
3,631
+163
562
$358K 0.01%
7,707
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563
$357K 0.01%
+21,904
564
$357K 0.01%
2,625
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565
$356K 0.01%
5,997
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566
$356K 0.01%
5,395
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567
$354K 0.01%
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568
$354K 0.01%
11,075
569
$353K 0.01%
+1,783
570
$353K 0.01%
3,916
-466
571
$351K 0.01%
5,348
+524
572
$351K 0.01%
3,991
+182
573
$351K 0.01%
2,502
-8
574
$349K 0.01%
+9,078
575
$348K 0.01%
592
+25
21 22
23
24 25