StockDriftsStockDriftsTop 50 Wedmont Private Capital Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 10.37% | 4.74M | $321.5M | +10.03%(+432.21K) | $50.83(+35.70%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.98% | 3.28M | $185.4M | +8.38%(+253.55K) | $45.78(+29.68%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 5.11% | 475.3K | $158.6M | +11.60%(+49.39K) | $260.65(+36.96%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.89% | 194.1K | $120.6M | +3.35%(+6.29K) | $462.26(+43.92%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.56% | 1.16M | $110.5M | +4.49%(+49.76K) | $70.67(+35.03%) | 2026-03-31 | |
| VTC | VANGUARD SCOTTSDALE FDS | 3.37% | 1.36M | $104.5M | +17.86%(+205.53K) | $79.43(-3.57%) | 2026-03-31 | |
| GOVT | ISHARES TR | 3.23% | 4.37M | $100.1M | +14.24%(+544.77K) | $23.47(-3.16%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.66% | 452.5K | $82.4M | -1.24%(-5.69K) | $61.74(+218.28%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 2.57% | 1.59M | $79.6M | +20.08%(+265.49K) | $50.45(-0.61%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.38% | 285.4K | $73.9M | +0.89%(+2.52K) | $185.94(+52.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.38% | +38.16% |
| Top 20 Holdings Unweighted | +13.09% | +44.64% |
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