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
176
$1.66M 0.07%
2,284
+121
177
$1.66M 0.07%
7,737
-96
178
$1.66M 0.07%
4,828
+444
179
$1.65M 0.07%
29,487
+16
180
$1.64M 0.07%
10,361
+43
181
$1.64M 0.07%
4,189
+313
182
$1.63M 0.07%
19,616
-432
183
$1.63M 0.07%
21,430
+53
184
$1.62M 0.07%
13,233
-533
185
$1.61M 0.07%
24,793
+12,305
186
$1.59M 0.07%
3,117
+50
187
$1.58M 0.07%
8,710
+228
188
$1.58M 0.07%
6,952
+1,045
189
$1.56M 0.07%
16,948
+641
190
$1.56M 0.07%
2,889
-32
191
$1.55M 0.07%
29,534
+182
192
$1.54M 0.07%
5,599
-53
193
$1.54M 0.07%
40,015
+15
194
$1.51M 0.06%
152,118
+106,561
195
$1.49M 0.06%
11,434
+4,853
196
$1.49M 0.06%
16,071
+531
197
$1.48M 0.06%
21,170
198
$1.47M 0.06%
3,536
+9
199
$1.46M 0.06%
5,862
+1
200
$1.44M 0.06%
7,276
+266
6 7
8
9 10