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
601
$278K 0.01%
+9,459
602
$277K 0.01%
+1,182
603
$276K 0.01%
4,853
+12
604
$275K 0.01%
+1,105
605
$273K 0.01%
+1,351
606
$273K 0.01%
885
-129
607
$272K 0.01%
13,124
-2,265
608
$272K 0.01%
1,178
+86
609
$272K 0.01%
+1,531
610
$272K 0.01%
2,150
-303
611
$272K 0.01%
1,492
+38
612
$271K 0.01%
+13,318
613
$271K 0.01%
3,499
+137
614
$270K 0.01%
6,467
+96
615
$269K 0.01%
+10,169
616
$269K 0.01%
3,165
-66
617
$269K 0.01%
547
-9
618
$268K 0.01%
+1,876
619
$267K 0.01%
5,349
620
$267K 0.01%
16,748
+101
621
$266K 0.01%
8,427
-1,109
622
$265K 0.01%
11,442
+27
623
$265K 0.01%
2,721
-62
624
$265K 0.01%
3,845
+406
625
$265K 0.01%
+3,151
23 24
25
26 27