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
676
$230K 0.01%
3,135
+3
677
$229K 0.01%
7,883
+102
678
$229K 0.01%
+2,862
679
$229K 0.01%
+5,658
680
$228K 0.01%
1,269
+54
681
$228K 0.01%
+2,042
682
$226K 0.01%
5,530
+10
683
$226K 0.01%
+4,524
684
$226K 0.01%
+2,852
685
$226K 0.01%
+5,282
686
$226K 0.01%
+2,345
687
$226K 0.01%
+2,229
688
$225K 0.01%
+7,317
689
$224K 0.01%
+112
690
$224K 0.01%
+542
691
$223K 0.01%
2,001
-3,911
692
$222K 0.01%
584
-32
693
$222K 0.01%
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694
$220K 0.01%
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695
$220K 0.01%
2,259
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696
$220K 0.01%
2,638
-65
697
$219K 0.01%
+1,506
698
$219K 0.01%
+1,919
699
$217K 0.01%
+1,588
700
$216K 0.01%
3,686
+112
26 27
28
29 30