WI
Wedgewood Investors Portfolio holdings
AUM $86.8M
1-Year Return
18.74%
This Quarter Return
+0.38%
1 Year Return
+18.74%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$92.7M
AUM Growth
+$3.21M
(+3.6%)
Cap. Flow
+$2.45M
Cap. Flow
% of AUM
2.64%
Top 10 Holdings %
Top 10 Hldgs %
37.29%
Holding
127
New
5
Increased
19
Reduced
45
Closed
4
Top Buys
| 1 |
AT&T
T
|
+$474K |
| 2 |
Corning
GLW
|
+$221K |
| 3 |
RAI
Reynolds American Inc
RAI
|
+$214K |
| 4 |
Southern Company
SO
|
+$209K |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
+$205K |
Top Sells
| 1 |
Vodafone
VOD
|
+$289K |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$203K |
| 3 |
FTR
Frontier Communications Corp.
FTR
|
+$182K |
| 4 |
Oneok
OKE
|
+$93.1K |
| 5 |
LO
LORILLARD INC COM STK
LO
|
+$64.9K |
Sector Composition
| 1 | Industrials | 10.45% |
| 2 | Consumer Staples | 8.95% |
| 3 | Energy | 6.83% |
| 4 | Financials | 6.16% |
| 5 | Technology | 3.45% |
