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
651
$245K 0.01%
+2,159
652
$245K 0.01%
+2,574
653
$245K 0.01%
1,853
-324
654
$244K 0.01%
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655
$243K 0.01%
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-1
656
$243K 0.01%
642
-110
657
$241K 0.01%
929
+9
658
$240K 0.01%
3,456
+230
659
$240K 0.01%
2,445
+24
660
$240K 0.01%
2,096
-677
661
$239K 0.01%
11,514
+1,179
662
$239K 0.01%
24,256
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663
$238K 0.01%
+1,575
664
$237K 0.01%
+1,700
665
$237K 0.01%
2,806
-98
666
$235K 0.01%
+7,518
667
$235K 0.01%
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668
$234K 0.01%
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$234K 0.01%
8,122
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670
$233K 0.01%
2,886
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671
$233K 0.01%
2,510
-692
672
$232K 0.01%
+6,462
673
$231K 0.01%
2,260
-105
674
$231K 0.01%
412
-11
675
$230K 0.01%
2,088
25 26
27
28 29