WPC
Wedmont Private Capital Portfolio holdings
AUM
$3.1B
1-Year Est. Return
23.53%
This Fund
S&P 500
1 Year Est. Return
+23.53%
AUM
$3.1B
AUM Growth
+$223M
(+7.7%)
Holding
892
Top Buys
| 1 | +$58.7M | |
| 2 | +$28.5M | |
| 3 | +$16.7M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$16.6M |
| 5 |
Vanguard Total Corporate Bond ETF
VTC
|
+$16M |
Top Sells
| 1 | +$3.13M | |
| 2 | +$1.91M | |
| 3 | +$1.71M | |
| 4 |
iShares Gold Trust Micro
IAUM
|
+$1.29M |
| 5 |
Wells Fargo
WFC
|
+$1.23M |
Sector Composition
| 1 | Technology | 12.3% |
| 2 | Communication Services | 4.97% |
| 3 | Financials | 4.79% |
| 4 | Consumer Discretionary | 3.4% |
| 5 | Healthcare | 3.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
876
Invesco S&P International Developed Momentum ETF
IDMO
$3.56B
| – | – |
-5,763
|
|
||
877
H&R Block
HRB
$4.1B
| – | – |
-4,784
|
|
||
878
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
| – | – |
-2,721
|
|
||
879
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.69B
| – | – |
-5,167
|
|
||
880
Globant
GLOB
$2.17B
| – | – |
-3,282
|
|
||
|
FYBR
881
DELISTED
Frontier Communications
FYBR
| – | – |
-31,632
|
|
||
882
First Solar
FSLR
$20.5B
| – | – |
-915
|
|
||
883
Fidelity National Information Services
FIS
$25.1B
| – | – |
-4,198
|
|
||
884
Cognizant
CTSH
$29.5B
| – | – |
-4,952
|
|
||
|
CMA
885
DELISTED
Comerica
CMA
| – | – |
-8,285
|
|
||
886
Clarivate
CLVT
$1.77B
| – | – |
-16,978
|
|
||
887
Conagra Brands
CAG
$7.1B
| – | – |
-28,728
|
|
||
888
BellRing Brands
BRBR
$2B
| – | – |
-9,567
|
|
||
889
Becton Dickinson
BDX
$45B
| – | – |
-1,551
|
|
||
890
Ares Management
ARES
$26.6B
| – | – |
-1,513
|
|
||
891
Amcor
AMCR
$19.3B
| – | – |
-2,402
|
|
||
892
Allegion
ALLE
$12.4B
| – | – |
-1,356
|
|