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
576
$348K 0.01%
4,785
+792
577
$348K 0.01%
14,545
+416
578
$346K 0.01%
158
+55
579
$346K 0.01%
3,334
-39
580
$345K 0.01%
4,444
+599
581
$343K 0.01%
1,629
-16
582
$343K 0.01%
2,219
+343
583
$342K 0.01%
+1,778
584
$342K 0.01%
6,752
-274
585
$339K 0.01%
4,922
+885
586
$339K 0.01%
3,291
+120
587
$338K 0.01%
13,784
+120
588
$337K 0.01%
2,274
+99
589
$336K 0.01%
722
-40
590
$336K 0.01%
565
+41
591
$335K 0.01%
8,136
+136
592
$334K 0.01%
3,157
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593
$333K 0.01%
2,866
+88
594
$331K 0.01%
4,174
+259
595
$331K 0.01%
10,014
+1,587
596
$330K 0.01%
2,685
+467
597
$330K 0.01%
9,579
-1,701
598
$329K 0.01%
7,299
+832
599
$329K 0.01%
+2,747
600
$328K 0.01%
1,151
+46
22 23
24
25 26