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
151
$1.9M 0.08%
15,764
-1,319
152
$1.9M 0.08%
3,516
+22
153
$1.9M 0.08%
4,962
+119
154
$1.89M 0.08%
62,537
+240
155
$1.88M 0.08%
37,526
+498
156
$1.87M 0.08%
23,039
-432
157
$1.86M 0.08%
8,228
+215
158
$1.85M 0.08%
12,104
-2,919
159
$1.84M 0.08%
7,941
+90
160
$1.81M 0.08%
3,277
+173
161
$1.79M 0.08%
35,096
+3,928
162
$1.79M 0.08%
4,281
-41
163
$1.79M 0.08%
2,222
+47
164
$1.76M 0.07%
19,086
+2,031
165
$1.75M 0.07%
7,119
+700
166
$1.75M 0.07%
14,929
+575
167
$1.75M 0.07%
6,237
+272
168
$1.74M 0.07%
42,863
-599
169
$1.74M 0.07%
16,310
+234
170
$1.72M 0.07%
20,530
+694
171
$1.71M 0.07%
16,072
-59
172
$1.69M 0.07%
18,344
+1
173
$1.69M 0.07%
17,866
-1,283
174
$1.67M 0.07%
7,186
175
$1.67M 0.07%
3,286
+2,030
5 6
7
8 9