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
701
$214K 0.01%
+3,884
702
$214K 0.01%
4,146
-1,123
703
$214K 0.01%
1,567
+6
704
$213K 0.01%
1,060
-27
705
$212K 0.01%
+1,199
706
$212K 0.01%
11,376
+108
707
$210K 0.01%
+4,558
708
$210K 0.01%
4,092
-619
709
$208K 0.01%
+1,363
710
$207K 0.01%
+1,957
711
$206K 0.01%
+5,292
712
$205K 0.01%
+2,260
713
$204K 0.01%
+850
714
$204K 0.01%
+2,624
715
$203K 0.01%
+416
716
$203K 0.01%
+6,008
717
$202K 0.01%
+949
718
$202K 0.01%
+3,320
719
$202K 0.01%
20,557
720
$202K 0.01%
+3,114
721
$200K 0.01%
+2,030
722
$194K 0.01%
+10,000
723
$178K 0.01%
+29,094
724
$164K 0.01%
12,131
-2,233
725
$143K 0.01%
20,071
27 28
29
30 31