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
$77.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2M
3
+$1.69M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.63M
5
MO icon
Altria Group
MO
+$1.27M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 10.34%
2 Industrials 9.34%
3 Financials 7.2%
4 Energy 5.78%
5 Technology 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$290K 0.37%
+4,382
52
$287K 0.37%
+8,465
53
$280K 0.36%
+2,615
54
$279K 0.36%
+2,896
55
$265K 0.34%
+1,449
56
$252K 0.32%
+7,100
57
$251K 0.32%
+5,522
58
$247K 0.32%
+3,200
59
$238K 0.31%
+2,983
60
$232K 0.3%
+7,903
61
$227K 0.29%
+4,500
62
$217K 0.28%
+2,100
63
$213K 0.27%
+2,235
64
$210K 0.27%
+4,765
65
$201K 0.26%
+3,450
66
$200K 0.26%
+2,746
67
$162K 0.21%
+2,662
1 2
3