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
$84.8M
AUM Growth
+$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$448K
2
+$243K
3
+$220K
4
SO icon
Southern Company
SO
+$216K
5
ED icon
Consolidated Edison
ED
+$203K

Top Sells

1
+$232K
2
+$210K
3
+$210K
4
XYZ
Block Inc
XYZ
+$203K
5
BP icon
BP
BP
+$201K

Sector Composition

1 Industrials 19.89%
2 Financials 18.88%
3 Technology 12.93%
4 Consumer Staples 10.03%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 1.21%
10,000
27
$993K 1.17%
6,687
-30
28
$950K 1.12%
4,386
-75
29
$902K 1.06%
5,190
30
$886K 1.04%
3,025
31
$874K 1.03%
6,265
32
$811K 0.96%
13,732
+329
33
$778K 0.92%
11,544
-200
34
$759K 0.9%
4,592
-100
35
$733K 0.86%
39,475
+1,390
36
$719K 0.85%
11,749
+175
37
$683K 0.81%
2,146
38
$671K 0.79%
3,892
39
$663K 0.78%
2,263
40
$610K 0.72%
2,275
41
$562K 0.66%
1,120
42
$552K 0.65%
2,251
-333
43
$546K 0.64%
4,652
+110
44
$545K 0.64%
2,452
-110
45
$532K 0.63%
939
46
$531K 0.63%
6,396
47
$527K 0.62%
6,127
+43
48
$519K 0.61%
2,750
49
$508K 0.6%
8,650
50
$505K 0.6%
2,510
1
2
3 4