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
151
$2.12M 0.08%
7,649
+530
152
$2.11M 0.08%
8,650
-697
153
$2.11M 0.08%
21,965
-215
154
$2.11M 0.08%
84,451
-4,224
155
$2.09M 0.08%
17,875
+541
156
$2.07M 0.08%
16,598
+288
157
$2.05M 0.08%
22,956
-83
158
$2.05M 0.08%
9,584
+568
159
$2.05M 0.08%
63,264
+727
160
$2.03M 0.08%
16,190
+1,261
161
$2.03M 0.08%
29,372
+10,018
162
$2.02M 0.08%
4,400
+119
163
$2.01M 0.07%
8,389
+161
164
$2.01M 0.07%
29,345
+4,552
165
$1.98M 0.07%
22,608
+2,078
166
$1.97M 0.07%
38,777
+1,251
167
$1.96M 0.07%
6,383
+122
168
$1.94M 0.07%
9,859
+116
169
$1.94M 0.07%
17,242
+1,478
170
$1.92M 0.07%
19,952
+866
171
$1.91M 0.07%
3,931
-298
172
$1.88M 0.07%
25,281
+16,872
173
$1.86M 0.07%
40,006
-9
174
$1.86M 0.07%
42,863
175
$1.84M 0.07%
2,940
+51
5 6
7
8 9