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
126
$2.47M 0.09%
15,400
127
$2.47M 0.09%
3,285
+125
128
$2.46M 0.09%
7,812
+181
129
$2.45M 0.09%
25,044
+1,338
130
$2.45M 0.09%
25,686
+7,820
131
$2.44M 0.09%
8,298
+357
132
$2.41M 0.09%
5,017
+15
133
$2.41M 0.09%
16,875
+405
134
$2.35M 0.09%
7,950
-316
135
$2.34M 0.09%
26,100
-2,136
136
$2.34M 0.09%
72,674
+5,901
137
$2.31M 0.09%
4,906
+240
138
$2.3M 0.09%
7,751
+300
139
$2.27M 0.08%
6,131
+243
140
$2.26M 0.08%
3,643
+357
141
$2.25M 0.08%
11,303
-28
142
$2.25M 0.08%
2,274
+52
143
$2.22M 0.08%
14,238
+714
144
$2.2M 0.08%
10,401
-46
145
$2.19M 0.08%
7,487
+574
146
$2.19M 0.08%
18,421
+39
147
$2.19M 0.08%
2,018
-323
148
$2.14M 0.08%
68,808
+61,491
149
$2.13M 0.08%
12,901
+83
150
$2.12M 0.08%
5,026
+64
4 5
6
7 8