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Dominic Corabi

@Wedmont Private Capital

Latest period2024 - Q4ReportedManaged Assets$1.895BTotal holdings701
Assets growth rate8.21%Assets growth rate (2-Q avg)9.2%Continuous growth in asset value12 quarters

Portfolio positions

This chart displays the top 10 holdings in Wedmont Private Capital's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 701 positions.

Assets under management

The assets under management (AUM) of Wedmont Private Capital over the past 10 years (40 quarters) show continuous growth in total asset value over the last 12 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.895B in assets, with a quarterly growth rate of 8.21% and a 2-quarter average growth rate of 9.2%. The portfolio is managed by Dominic Corabi, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -1.08%
7.85%
$148.692M
3.128M shares@ $47.54 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 9.04%
5.13%
$97.107M
2.268M shares@ $42.82 avg price
VTIVanguard Index Fds
Recent Activity
Increased 13.38%
5.1%
$96.564M
336,107 shares@ $287.3 avg price
VOOVanguard Index Fds
Recent Activity
Increased 9.09%
4.7%
$88.985M
166,673 shares@ $533.89 avg price
IEFAIshares Tr
Recent Activity
Increased 41.39%
3.67%
$69.406M
995,065 shares@ $69.76 avg price
VTCVanguard Scottsdale Fds
Recent Activity
Increased 13.65%
3.64%
$68.917M
919,993 shares@ $74.92 avg price
GOVTIshares Tr
Recent Activity
Increased 15.34%
3.25%
$61.463M
2.76M shares@ $22.28 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 14.51%
3.19%
$60.43M
1.216M shares@ $49.71 avg price
AAPLApple Inc
Recent Activity
Increased 9.22%
3.14%
$59.368M
250,656 shares@ $236.86 avg price
NVDANvidia Corporation
Recent Activity
Increased 6.7%
2.88%
$54.493M
400,948 shares@ $135.92 avg price