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
51
$7.5M 0.28%
65,651
+735
52
$7.48M 0.28%
92,352
+60
53
$7.3M 0.27%
70,755
+3,969
54
$6.99M 0.26%
153,109
-205
55
$6.8M 0.25%
11,725
+426
56
$6.4M 0.24%
98,309
-2,475
57
$6.11M 0.23%
20,255
+606
58
$5.95M 0.22%
31,791
+386
59
$5.88M 0.22%
12,195
+43
60
$5.79M 0.22%
41,719
+375
61
$5.76M 0.21%
6,294
+165
62
$5.61M 0.21%
29,711
+1,736
63
$5.55M 0.21%
63,832
+8,520
64
$5.53M 0.21%
69,691
65
$5.5M 0.2%
14,229
+484
66
$5.47M 0.2%
7,249
+46
67
$5.47M 0.2%
15,040
+4,011
68
$5.05M 0.19%
23,856
+4,300
69
$5M 0.19%
23,032
+4,169
70
$4.89M 0.18%
33,433
+130
71
$4.71M 0.18%
30,503
-6,988
72
$4.68M 0.17%
7,725
-3,765
73
$4.67M 0.17%
30,590
-4,225
74
$4.64M 0.17%
177,328
-12,522
75
$4.58M 0.17%
38,763
-3,367
1 2
3
4 5