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
$119M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$336K
2
+$244K
3
+$213K
4
VZ icon
Verizon
VZ
+$51.6K
5
T icon
AT&T
T
+$42.4K

Top Sells

1
+$692K
2
+$215K
3
+$44.8K
4
ERIE icon
Erie Indemnity
ERIE
+$36.2K
5
XOM icon
Exxon Mobil
XOM
+$32.8K

Sector Composition

1 Industrials 9.78%
2 Financials 8.81%
3 Consumer Staples 7.55%
4 Energy 4.09%
5 Technology 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$664K 0.56%
13,700
-100
27
$661K 0.56%
3,542
-240
28
$649K 0.55%
5,524
29
$628K 0.53%
5,000
-50
30
$628K 0.53%
2,786
-100
31
$616K 0.52%
3,221
32
$551K 0.46%
9,950
33
$534K 0.45%
2,099
34
$527K 0.44%
15,572
35
$505K 0.43%
2,823
36
$503K 0.42%
7,615
-300
37
$497K 0.42%
4,723
38
$479K 0.4%
4,410
39
$479K 0.4%
3,175
40
$474K 0.4%
9,470
-400
41
$474K 0.4%
4,093
42
$435K 0.37%
12,546
-554
43
$430K 0.36%
2,455
44
$430K 0.36%
4,689
45
$428K 0.36%
8,800
46
$423K 0.36%
2,857
47
$422K 0.36%
8,800
48
$396K 0.33%
2,525
49
$385K 0.32%
38,496
50
$382K 0.32%
6,308
-200
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