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
$2.34B
AUM Growth
+$393M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$14.5M
3
+$9.35M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.94M
5
GEV icon
GE Vernova
GEV
+$3.01M

Top Sells

1
+$3.42M
2
+$2.13M
3
+$1.86M
4
AAPL icon
Apple
AAPL
+$1.43M
5
ORCL icon
Oracle
ORCL
+$1.39M

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
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