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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VWOVanguard Intl Equity Index F
| 5.13% | $97.107M 2.268M shares@ $42.82 avg price | Increased 9.04% |
VTIVanguard Index Fds
| 5.1% | $96.564M 336,107 shares@ $287.3 avg price | Increased 13.38% |
VOOVanguard Index Fds
| 4.7% | $88.985M 166,673 shares@ $533.89 avg price | Increased 9.09% |
IEFAIshares Tr
| 3.67% | $69.406M 995,065 shares@ $69.76 avg price | Increased 41.39% |
VTCVanguard Scottsdale Fds
| 3.64% | $68.917M 919,993 shares@ $74.92 avg price | Increased 13.65% |
GOVTIshares Tr
| 3.25% | $61.463M 2.76M shares@ $22.28 avg price | Increased 15.34% |
VTEBVanguard Mun Bd Fds
| 3.19% | $60.43M 1.216M shares@ $49.71 avg price | Increased 14.51% |
AAPLApple Inc
| 3.14% | $59.368M 250,656 shares@ $236.86 avg price | Increased 9.22% |
NVDANvidia Corporation
| 2.88% | $54.493M 400,948 shares@ $135.92 avg price | Increased 6.7% |
MSFTMicrosoft Corp
| 2.24% | $42.265M 100,883 shares@ $418.95 avg price | Increased 10.62% |