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
626
$285K 0.01%
880
+20
627
$284K 0.01%
888
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628
$284K 0.01%
983
-107
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$283K 0.01%
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$283K 0.01%
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$283K 0.01%
5,292
632
$282K 0.01%
9,144
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$282K 0.01%
15,302
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634
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8,015
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$280K 0.01%
11,445
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636
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637
$279K 0.01%
8,728
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638
$278K 0.01%
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639
$278K 0.01%
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640
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$276K 0.01%
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647
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648
$271K 0.01%
1,122
-56
649
$270K 0.01%
5,349
650
$268K 0.01%
24,256
24 25
26
27 28