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
$116M
AUM Growth
+$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.84K

Top Sells

1
+$234K
2
+$208K
3
+$64.8K
4
WM icon
Waste Management
WM
+$44K
5
VFC icon
VF Corp
VFC
+$28.8K

Sector Composition

1 Industrials 10.01%
2 Financials 9%
3 Consumer Staples 8.6%
4 Energy 3.95%
5 Technology 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$677K 0.58%
9,225
-600
27
$633K 0.54%
5,200
28
$627K 0.54%
2,886
29
$624K 0.54%
5,050
-150
30
$613K 0.53%
3,221
-23
31
$611K 0.53%
3,782
32
$576K 0.5%
5,524
-100
33
$530K 0.46%
4,093
-97
34
$519K 0.45%
9,950
35
$504K 0.43%
7,915
36
$496K 0.43%
15,572
-105
37
$485K 0.42%
4,410
38
$476K 0.41%
2,823
39
$447K 0.38%
3,175
40
$443K 0.38%
4,723
41
$434K 0.37%
9,870
-600
42
$419K 0.36%
3,050
43
$415K 0.36%
2,099
44
$409K 0.35%
8,800
45
$403K 0.35%
2,857
-200
46
$402K 0.35%
13,100
+125
47
$400K 0.34%
8,800
48
$392K 0.34%
2,455
49
$388K 0.33%
4,689
-25
50
$387K 0.33%
2,525
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