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
$78M
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$207K
2
+$200K
3
+$51.4K
4
NVDA icon
NVIDIA
NVDA
+$31.7K
5
AMZN icon
Amazon
AMZN
+$29.3K

Top Sells

1
+$259K
2
+$245K
3
+$187K
4
UNH icon
UnitedHealth
UNH
+$159K
5
MSFT icon
Microsoft
MSFT
+$141K

Sector Composition

1 Industrials 19.29%
2 Financials 17.41%
3 Technology 13.96%
4 Consumer Staples 10.71%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$921K 1.18%
4,970
-100
27
$903K 1.16%
8,224
28
$896K 1.15%
5,025
-150
29
$862K 1.1%
3,800
-200
30
$857K 1.1%
11,169
-75
31
$815K 1.04%
19,270
+750
32
$800K 1.03%
2,052
-75
33
$794K 1.02%
5,044
34
$788K 1.01%
4,292
35
$676K 0.87%
6,526
-199
36
$666K 0.85%
17,920
-1,500
37
$664K 0.85%
2,225
38
$612K 0.78%
18,289
-698
39
$581K 0.74%
5,927
40
$573K 0.73%
8,965
+350
41
$549K 0.7%
3,699
42
$547K 0.7%
6,534
-260
43
$536K 0.69%
2,031
-50
44
$527K 0.68%
14,368
45
$525K 0.67%
2,609
-100
46
$494K 0.63%
1,975
47
$493K 0.63%
625
48
$492K 0.63%
2,330
-100
49
$491K 0.63%
6,620
50
$486K 0.62%
4,083
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