WPC

Wedmont Private Capital Portfolio holdings

AUM $2.88B
1-Year Est. Return 23.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.67%
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
+$15.5M
2
+$15.3M
3
+$10.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.42M
5
GEV icon
GE Vernova
GEV
+$3.87M

Top Sells

1
+$3.73M
2
+$2.13M
3
+$2.04M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.86M
5
AMZN icon
Amazon
AMZN
+$1.53M

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
in Stake 		Capital Flow
76
$3.9M 0.17%
18,863
+67
77
$3.82M 0.16%
12,040
+490
78
$3.79M 0.16%
13,065
+1,112
79
$3.66M 0.16%
18,168
-111
80
$3.6M 0.15%
42,269
+1
81
$3.6M 0.15%
52,293
+5,930
82
$3.58M 0.15%
5,140
+102
83
$3.53M 0.15%
6,690
+258
84
$3.42M 0.15%
25,375
+121
85
$3.39M 0.14%
43,034
-1,575
86
$3.37M 0.14%
26,130
-1,018
87
$3.34M 0.14%
11,029
-1,067
88
$3.32M 0.14%
4,314
+180
89
$3.25M 0.14%
55,312
+43,699
90
$3.24M 0.14%
11,308
+591
91
$3.14M 0.13%
45,297
+2,972
92
$3.13M 0.13%
8,821
+17
93
$3.11M 0.13%
66,386
+1,419
94
$3.1M 0.13%
9,765
+414
95
$3.06M 0.13%
34,291
+115
96
$3.05M 0.13%
7,573
+425
97
$3.01M 0.13%
531
+32
98
$3M 0.13%
27,144
+276
99
$2.98M 0.13%
17,839
-561
100
$2.95M 0.13%
37,324
+14,396
2 3
4
5 6