WPC

Wedmont Private Capital Portfolio holdings

AUM $2.69B
1-Year Est. Return 20.68%
This Quarter Est. Return
1 Year Est. Return
+20.68%
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 13.22%
2 Financials 6.1%
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
WMT icon
51
Walmart Inc
WMT
$890B
$6.47M 0.28%
66,786
+3,245
IJH icon
52
iShares Core S&P Mid-Cap ETF
IJH
$104B
$6.41M 0.27%
100,784
+729
MA icon
53
Mastercard
MA
$520B
$6.39M 0.27%
11,299
+522
PLTR icon
54
Palantir
PLTR
$463B
$6.19M 0.26%
43,272
+1,792
VEU icon
55
Vanguard FTSE All-World ex-US ETF
VEU
$53.2B
$6.17M 0.26%
91,446
+8,001
GEV icon
56
GE Vernova
GEV
$181B
$6.16M 0.26%
11,490
+7,227
COST icon
57
Costco
COST
$387B
$6.02M 0.26%
6,129
+308
VXUS icon
58
Vanguard Total International Stock ETF
VXUS
$115B
$5.62M 0.24%
80,962
+3,300
VTV icon
59
Vanguard Value ETF
VTV
$158B
$5.6M 0.24%
31,405
+2,494
PG icon
60
Procter & Gamble
PG
$338B
$5.48M 0.23%
34,815
-7,231
VUG icon
61
Vanguard Growth ETF
VUG
$205B
$5.38M 0.23%
12,152
+1,230
VT icon
62
Vanguard Total World Stock ETF
VT
$59.1B
$5.36M 0.23%
41,344
+3,720
T icon
63
AT&T
T
$175B
$5.33M 0.23%
189,850
+66,603
AVDE icon
64
Avantis International Equity ETF
AVDE
$11.6B
$5.2M 0.22%
69,691
+267
HD icon
65
Home Depot
HD
$346B
$5.1M 0.22%
13,745
+295
GE icon
66
GE Aerospace
GE
$334B
$4.92M 0.21%
19,649
+2,415
VGT icon
67
Vanguard Information Technology ETF
VGT
$114B
$4.88M 0.21%
7,203
-4
IJR icon
68
iShares Core S&P Small-Cap ETF
IJR
$91.7B
$4.76M 0.2%
42,130
-1,284
ITOT icon
69
iShares Core S&P Total US Stock Market ETF
ITOT
$80.9B
$4.55M 0.19%
33,303
+497
CRM icon
70
Salesforce
CRM
$249B
$4.51M 0.19%
16,644
-167
KO icon
71
Coca-Cola
KO
$302B
$4.41M 0.19%
63,475
+10,068
JNJ icon
72
Johnson & Johnson
JNJ
$501B
$4.37M 0.19%
27,975
+1,228
BRK.A icon
73
Berkshire Hathaway Class A
BRK.A
$1.08T
$4.32M 0.18%
6
ABT icon
74
Abbott
ABT
$217B
$4.12M 0.18%
30,922
+1,732
VGIT icon
75
Vanguard Intermediate-Term Treasury ETF
VGIT
$35.5B
$3.98M 0.17%
67,162
+3,500
1 2
3
4 5