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
626
$263K 0.01%
869
+90
627
$262K 0.01%
+4,392
628
$262K 0.01%
5,367
-383
629
$260K 0.01%
7,905
+1,010
630
$258K 0.01%
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$258K 0.01%
28,314
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632
$258K 0.01%
738
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633
$256K 0.01%
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634
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+8,641
635
$256K 0.01%
1,580
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636
$255K 0.01%
884
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637
$255K 0.01%
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638
$255K 0.01%
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639
$255K 0.01%
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640
$254K 0.01%
1,178
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641
$254K 0.01%
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642
$253K 0.01%
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644
$252K 0.01%
16,942
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645
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646
$250K 0.01%
3,404
-424
647
$249K 0.01%
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648
$249K 0.01%
21,214
-1,259
649
$248K 0.01%
4,655
+116
650
$247K 0.01%
2,519
-151
24 25
26
27 28