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
$63.1M
AUM Growth
+$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$230K
2
+$224K
3
+$223K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$206K
5
ERIE icon
Erie Indemnity
ERIE
+$115K

Top Sells

1
+$225K
2
+$222K
3
+$201K
4
JNJ icon
Johnson & Johnson
JNJ
+$57.9K
5
PM icon
Philip Morris
PM
+$34.6K

Sector Composition

1 Industrials 21.14%
2 Financials 17.88%
3 Consumer Staples 11.81%
4 Technology 9.92%
5 Energy 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$743K 1.18%
1,999
27
$740K 1.17%
4,920
28
$710K 1.12%
3,435
-100
29
$706K 1.12%
5,777
+260
30
$696K 1.1%
8,989
31
$686K 1.09%
6,140
32
$686K 1.09%
4,573
+100
33
$651K 1.03%
15,170
-375
34
$647K 1.02%
9,550
-300
35
$622K 0.99%
2,585
36
$593K 0.94%
2,758
37
$552K 0.87%
13,199
38
$543K 0.86%
9,000
39
$532K 0.84%
7,315
40
$525K 0.83%
8,800
41
$518K 0.82%
4,599
-50
42
$478K 0.76%
10,855
-156
43
$477K 0.76%
2,827
-50
44
$470K 0.74%
4,310
45
$446K 0.71%
38,496
46
$443K 0.7%
7,844
47
$433K 0.69%
2,355
48
$429K 0.68%
6,300
49
$422K 0.67%
2,525
50
$410K 0.65%
2,800
-100
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2
3 4