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
676
$247K 0.01%
1,466
-114
677
$246K 0.01%
1,925
+99
678
$245K 0.01%
3,044
+238
679
$245K 0.01%
6,793
+331
680
$244K 0.01%
2,789
+151
681
$243K 0.01%
8,272
+150
682
$242K 0.01%
1,624
+93
683
$242K 0.01%
1,700
684
$241K 0.01%
3,372
-84
685
$241K 0.01%
3,633
-53
686
$241K 0.01%
4,733
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687
$241K 0.01%
1,836
-163
688
$240K 0.01%
4,708
+53
689
$240K 0.01%
122
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690
$239K 0.01%
+2,644
691
$238K 0.01%
+1,226
692
$237K 0.01%
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693
$236K 0.01%
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694
$236K 0.01%
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695
$235K 0.01%
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696
$234K 0.01%
1,199
697
$233K 0.01%
11,420
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698
$232K 0.01%
4,558
699
$232K 0.01%
2,405
-40
700
$232K 0.01%
21,305
+91
26 27
28
29 30