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
601
$327K 0.01%
+1,544
602
$326K 0.01%
15,386
+83
603
$323K 0.01%
4,739
-2,206
604
$322K 0.01%
2,768
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605
$322K 0.01%
8,136
+247
606
$322K 0.01%
919
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607
$321K 0.01%
4,688
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608
$313K 0.01%
16,834
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609
$312K 0.01%
+5,386
610
$311K 0.01%
+2,211
611
$311K 0.01%
2,263
+262
612
$308K 0.01%
2,326
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613
$307K 0.01%
12,570
614
$306K 0.01%
6,659
615
$304K 0.01%
+3,653
616
$300K 0.01%
8,006
+1,998
617
$299K 0.01%
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618
$297K 0.01%
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619
$297K 0.01%
11,914
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620
$294K 0.01%
2,059
-130
621
$293K 0.01%
885
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622
$288K 0.01%
+11,415
623
$286K 0.01%
1,171
+6
624
$286K 0.01%
2,197
+211
625
$285K 0.01%
1,121
+7
23 24
25
26 27