WI

Wedgewood Investors Portfolio holdings

AUM $86.8M
1-Year Est. Return 18.74%
This Quarter Est. Return
1 Year Est. Return
+18.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.4M
AUM Growth
+$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$279K
2
+$225K
3
+$216K
4
EFX icon
Equifax
EFX
+$214K
5
V icon
Visa
V
+$212K

Top Sells

1
+$607K
2
+$515K
3
+$237K
4
MO icon
Altria Group
MO
+$88.3K
5
PM icon
Philip Morris
PM
+$78.4K

Sector Composition

1 Industrials 10.8%
2 Consumer Staples 9.37%
3 Energy 7.29%
4 Financials 6.59%
5 Technology 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$507K 0.57%
4,274
27
$507K 0.57%
7,108
+2,300
28
$504K 0.56%
15,200
-100
29
$501K 0.56%
6,000
30
$493K 0.55%
3,671
-355
31
$481K 0.54%
3,346
-200
32
$455K 0.51%
4,986
-100
33
$454K 0.51%
16,261
34
$446K 0.5%
35,087
35
$439K 0.49%
15,096
-1,054
36
$438K 0.49%
41,200
37
$437K 0.49%
4,610
38
$431K 0.48%
9,600
-100
39
$429K 0.48%
3,163
-397
40
$425K 0.48%
5,163
41
$402K 0.45%
3,481
-60
42
$399K 0.45%
4,150
-50
43
$398K 0.45%
5,224
44
$398K 0.45%
5,164
45
$392K 0.44%
4,317
-100
46
$385K 0.43%
14,508
47
$373K 0.42%
3,753
-213
48
$372K 0.42%
3,256
-183
49
$336K 0.38%
3,465
-200
50
$324K 0.36%
5,522
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