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
576
$298K 0.01%
3,901
577
$297K 0.01%
4,037
-234
578
$295K 0.01%
567
-5
579
$293K 0.01%
2,826
-148
580
$293K 0.01%
2,713
-321
581
$293K 0.01%
7,293
+878
582
$291K 0.01%
2,190
+81
583
$291K 0.01%
1,956
+201
584
$291K 0.01%
17,162
+4,822
585
$290K 0.01%
+49,544
586
$288K 0.01%
3,171
+81
587
$288K 0.01%
+2,614
588
$286K 0.01%
2,175
-173
589
$286K 0.01%
+6,659
590
$285K 0.01%
2,872
+58
591
$284K 0.01%
1,999
-96
592
$283K 0.01%
2,218
+134
593
$282K 0.01%
4,218
-254
594
$281K 0.01%
697
+31
595
$281K 0.01%
+1,114
596
$280K 0.01%
+2,650
597
$280K 0.01%
+2,676
598
$280K 0.01%
6,574
+59
599
$279K 0.01%
+4,482
600
$278K 0.01%
5,939
+43
22 23
24
25 26