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
751
$207K 0.01%
+5,789
752
$206K 0.01%
+917
753
$206K 0.01%
2,775
+151
754
$206K 0.01%
841
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755
$206K 0.01%
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756
$206K 0.01%
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757
$206K 0.01%
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758
$205K 0.01%
4,473
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759
$205K 0.01%
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760
$205K 0.01%
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761
$204K 0.01%
+1,067
762
$203K 0.01%
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763
$203K 0.01%
944
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764
$203K 0.01%
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765
$202K 0.01%
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766
$201K 0.01%
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767
$201K 0.01%
413
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$175K 0.01%
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$168K 0.01%
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772
$166K 0.01%
10,217
-2,907
773
$157K 0.01%
24,665
-644
774
$153K 0.01%
20,690
775
$139K 0.01%
+14,962
29 30
31
32 33