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
701
$232K 0.01%
15,115
+815
702
$232K 0.01%
620
+36
703
$230K 0.01%
+1,065
704
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705
$230K 0.01%
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706
$230K 0.01%
4,201
-191
707
$228K 0.01%
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708
$228K 0.01%
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709
$226K 0.01%
1,519
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710
$226K 0.01%
27,744
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711
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712
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713
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714
$224K 0.01%
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715
$224K 0.01%
2,316
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716
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2,943
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717
$223K 0.01%
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718
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719
$223K 0.01%
1,163
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720
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721
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1,363
722
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+4,036
723
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724
$222K 0.01%
1,583
+16
725
$221K 0.01%
2,086
+129
27 28
29
30 31