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
201
$1.42M 0.06%
33,400
+2,514
202
$1.42M 0.06%
6,295
+78
203
$1.42M 0.06%
20,474
-764
204
$1.39M 0.06%
15,485
-373
205
$1.37M 0.06%
7,497
+432
206
$1.35M 0.06%
23,349
+620
207
$1.35M 0.06%
2,916
+204
208
$1.34M 0.06%
3,090
+121
209
$1.33M 0.06%
13,988
-1,157
210
$1.33M 0.06%
4,471
-318
211
$1.33M 0.06%
870
+17
212
$1.33M 0.06%
8,706
+327
213
$1.32M 0.06%
3,476
+144
214
$1.3M 0.06%
4,243
+300
215
$1.3M 0.06%
11,679
216
$1.29M 0.06%
28,455
-2,148
217
$1.25M 0.05%
40,597
+21,177
218
$1.25M 0.05%
7,849
+225
219
$1.23M 0.05%
22,103
220
$1.23M 0.05%
19,354
+2,767
221
$1.21M 0.05%
9,227
+1,580
222
$1.2M 0.05%
3,221
+63
223
$1.2M 0.05%
2,385
-42
224
$1.19M 0.05%
26,926
-6,773
225
$1.19M 0.05%
4,193
+372
7 8
9
10 11