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
51
$6.47M 0.28%
66,786
+3,245
52
$6.41M 0.27%
100,784
+729
53
$6.39M 0.27%
11,299
+522
54
$6.19M 0.26%
43,272
+1,792
55
$6.17M 0.26%
91,446
+8,001
56
$6.16M 0.26%
11,490
+7,227
57
$6.02M 0.26%
6,129
+308
58
$5.62M 0.24%
80,962
+3,300
59
$5.6M 0.24%
31,405
+2,494
60
$5.48M 0.23%
34,815
-7,231
61
$5.38M 0.23%
12,152
+1,230
62
$5.36M 0.23%
41,344
+3,720
63
$5.33M 0.23%
189,850
+66,603
64
$5.2M 0.22%
69,691
+267
65
$5.1M 0.22%
13,745
+295
66
$4.92M 0.21%
19,649
+2,415
67
$4.88M 0.21%
7,203
-4
68
$4.76M 0.2%
42,130
-1,284
69
$4.55M 0.19%
33,303
+497
70
$4.51M 0.19%
16,644
-167
71
$4.41M 0.19%
63,475
+10,068
72
$4.37M 0.19%
27,975
+1,228
73
$4.32M 0.18%
6
74
$4.12M 0.18%
30,922
+1,732
75
$3.98M 0.17%
67,162
+3,500
1 2
3
4 5