WI
Wedgewood Investors Portfolio holdings
AUM
$86.8M
This Quarter Return
-9.67%
1 Year Return
+18.74%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$54.9M
AUM Growth
+$54.9M
(-13%)
Cap. Flow
-$1.24M
Cap. Flow
% of AUM
-2.26%
Top 10 Holdings %
Top 10 Hldgs %
38.37%
Holding
85
New
–
Increased
3
Reduced
21
Closed
5
Top Buys
| 1 |
iShares Russell Mid-Cap ETF
IWR
|
$227K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$36.5K |
| 3 |
Philip Morris
PM
|
$4.41K |
Top Sells
| 1 |
GWR
Genesee & Wyoming Inc.
GWR
|
$246K |
| 2 |
DuPont de Nemours
DD
|
$226K |
| 3 |
CELG
Celgene Corp
CELG
|
$224K |
| 4 |
W.W. Grainger
GWW
|
$223K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$206K |
Sector Composition
| 1 | Financials | 20.12% |
| 2 | Industrials | 19.14% |
| 3 | Consumer Staples | 12.57% |
| 4 | Technology | 9.9% |
| 5 | Energy | 7.82% |
