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
126
$2.38M 0.1%
25,206
+12,782
127
$2.34M 0.1%
9,347
+885
128
$2.34M 0.1%
15,400
129
$2.28M 0.1%
22,180
+625
130
$2.24M 0.1%
3,160
+96
131
$2.2M 0.09%
4,666
+258
132
$2.19M 0.09%
9,183
+259
133
$2.18M 0.09%
7,451
+221
134
$2.18M 0.09%
88,675
+129
135
$2.17M 0.09%
4,229
+173
136
$2.16M 0.09%
2,341
+130
137
$2.15M 0.09%
10,447
+164
138
$2.13M 0.09%
6,913
+178
139
$2.12M 0.09%
5,888
+16
140
$2.09M 0.09%
19,655
+620
141
$2.07M 0.09%
16,470
+285
142
$2.04M 0.09%
12,818
+224
143
$2.04M 0.09%
18,382
+1,787
144
$2.03M 0.09%
23,706
+129
145
$1.97M 0.08%
66,773
+387
146
$1.97M 0.08%
9,016
+3,146
147
$1.96M 0.08%
17,334
+1,075
148
$1.94M 0.08%
6,261
+1,603
149
$1.93M 0.08%
5,170
-269
150
$1.91M 0.08%
13,524
+1,126
4 5
6
7 8