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
$96.7M
AUM Growth
-$194K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$271K
3
+$257K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$207K
5
LO
LORILLARD INC COM STK
LO
+$24K

Top Sells

1
+$255K
2
+$230K
3
+$208K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$86.3K
5
WAB icon
Wabtec
WAB
+$64.8K

Sector Composition

1 Industrials 10.31%
2 Consumer Staples 8.83%
3 Energy 6.8%
4 Financials 6.54%
5 Technology 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$564K 0.58%
35,034
-53
27
$552K 0.57%
15,360
28
$541K 0.56%
7,108
29
$524K 0.54%
3,246
-100
30
$484K 0.5%
13,800
-400
31
$478K 0.49%
16,445
+702
32
$474K 0.49%
5,163
33
$466K 0.48%
3,793
-127
34
$456K 0.47%
9,600
35
$453K 0.47%
4,610
36
$444K 0.46%
6,000
37
$442K 0.46%
3,790
38
$432K 0.45%
15,413
39
$420K 0.43%
5,164
40
$418K 0.43%
4,117
-200
41
$409K 0.42%
4,986
42
$399K 0.41%
3,073
43
$381K 0.39%
3,226
44
$378K 0.39%
2,083
45
$372K 0.38%
3,900
-150
46
$353K 0.37%
3,231
47
$343K 0.35%
5,522
48
$339K 0.35%
3,625
-58
49
$331K 0.34%
39,700
50
$325K 0.34%
5,124
-100
1
2
3 4