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
$3.1B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$58.7M
2
+$28.5M
3
+$16.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$16.6M
5
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$16M

Top Sells

1
+$3.13M
2
+$1.91M
3
+$1.71M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$1.29M
5
WFC icon
Wells Fargo
WFC
+$1.23M

Sector Composition

1 Technology 12.29%
2 Communication Services 4.97%
3 Financials 4.79%
4 Consumer Discretionary 3.41%
5 Healthcare 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PM icon
76
Philip Morris
PM
$269B
$5.15M 0.17%
31,998
+198
KO icon
77
Coca-Cola
KO
$339B
$5.15M 0.17%
66,582
+1,323
HNGE
78
Hinge Health
HNGE
$4.71B
$5.1M 0.16%
+133,303
VBR icon
79
Vanguard Small-Cap Value ETF
VBR
$35.3B
$4.76M 0.15%
21,122
+3,077
GILD icon
80
Gilead Sciences
GILD
$163B
$4.64M 0.15%
32,777
+14,929
VYM icon
81
Vanguard High Dividend Yield ETF
VYM
$78.5B
$4.59M 0.15%
30,183
+3,843
ADI icon
82
Analog Devices
ADI
$197B
$4.49M 0.14%
12,957
+8,558
BRK.A icon
83
Berkshire Hathaway Class A
BRK.A
$1.01T
$4.32M 0.14%
6
-1
LRCX icon
84
Lam Research
LRCX
$399B
$4.31M 0.14%
17,485
-8,522
CSCO icon
85
Cisco
CSCO
$476B
$4.31M 0.14%
51,459
+4,854
RTX icon
86
RTX Corp
RTX
$237B
$4.28M 0.14%
21,044
+1,349
AVEM icon
87
Avantis Emerging Markets Equity ETF
AVEM
$26.6B
$4.22M 0.14%
49,230
-5,182
CVX icon
88
Chevron
CVX
$371B
$4.07M 0.13%
21,095
+476
IWM icon
89
iShares Russell 2000 ETF
IWM
$79.3B
$3.99M 0.13%
15,324
+2,428
UNH icon
90
UnitedHealth
UNH
$344B
$3.99M 0.13%
13,044
-1,951
IVW icon
91
iShares S&P 500 Growth ETF
IVW
$77.2B
$3.94M 0.13%
33,042
+23,817
PG icon
92
Procter & Gamble
PG
$326B
$3.91M 0.13%
26,951
+476
VGIT icon
93
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.1B
$3.9M 0.13%
65,604
+2,313
RVMD icon
94
Revolution Medicines
RVMD
$34.9B
$3.89M 0.13%
40,231
+175
HD icon
95
Home Depot
HD
$309B
$3.89M 0.13%
11,572
-813
DGRW icon
96
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.1B
$3.88M 0.13%
42,841
+263
AXP icon
97
American Express
AXP
$214B
$3.85M 0.12%
12,172
-123
PH icon
98
Parker-Hannifin
PH
$104B
$3.75M 0.12%
3,883
+63
BAC icon
99
Bank of America
BAC
$366B
$3.74M 0.12%
72,018
-1,989
VGK icon
100
Vanguard FTSE Europe ETF
VGK
$30.4B
$3.73M 0.12%
43,041
+2
2 3
4
5 6