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
$1.95B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9.06M
3
+$9.01M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.56M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$7.51M

Top Sells

1
+$4.56M
2
+$2.65M
3
+$2.65M
4
WFC icon
Wells Fargo
WFC
+$1.64M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.49M

Sector Composition

1 Technology 11.95%
2 Financials 6.12%
3 Consumer Discretionary 4.18%
4 Communication Services 4.12%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
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