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
176
$1.82M 0.07%
+59,813
177
$1.82M 0.07%
18,344
178
$1.8M 0.07%
35,136
+40
179
$1.78M 0.07%
4,834
+6
180
$1.77M 0.07%
3,558
+42
181
$1.76M 0.07%
2,352
+68
182
$1.76M 0.07%
5,049
-121
183
$1.75M 0.07%
7,681
+495
184
$1.74M 0.06%
16,293
+221
185
$1.73M 0.06%
9,050
+340
186
$1.73M 0.06%
10,425
+64
187
$1.71M 0.06%
16,764
+693
188
$1.71M 0.06%
19,616
189
$1.68M 0.06%
7,596
+644
190
$1.66M 0.06%
5,605
+6
191
$1.65M 0.06%
17,596
+648
192
$1.62M 0.06%
30,060
+526
193
$1.6M 0.06%
9,222
+516
194
$1.59M 0.06%
4,244
+1,023
195
$1.59M 0.06%
24,804
+1,455
196
$1.58M 0.06%
4,282
+93
197
$1.58M 0.06%
5,017
+774
198
$1.57M 0.06%
11,886
+452
199
$1.57M 0.06%
21,170
200
$1.56M 0.06%
3,560
+84
6 7
8
9 10