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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
AVUSAmerican Centy Etf Tr
Recent Activity
Increased 0.06%
0.47%
$8.824M
91,573 shares@ $96.37 avg price
VYMIVanguard Whitehall Fds
Recent Activity
Increased 20.78%
0.44%
$8.164M
121,701 shares@ $67.09 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 12.81%
0.43%
$8.048M
84,992 shares@ $94.7 avg price
IVVIshares Tr
Recent Activity
Increased 0.54%
0.42%
$7.861M
13,476 shares@ $583.36 avg price
NFLXNetflix Inc
Recent Activity
Increased 2.19%
0.42%
$7.785M
9,293 shares@ $837.7 avg price
VVisa Inc
Recent Activity
Increased 9.62%
0.4%
$7.494M
24,354 shares@ $307.71 avg price
SCHESchwab Strategic Tr
Recent Activity
Increased 1.05%
0.38%
$7.014M
270,302 shares@ $25.96 avg price
PGProcter And Gamble Co
Recent Activity
Increased 17.71%
0.37%
$6.839M
43,130 shares@ $158.56 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 4.08%
0.36%
$6.655M
12,781 shares@ $520.69 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 0.84%
0.33%
$6.247M
58,632 shares@ $106.55 avg price