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
$105M
AUM Growth
+$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$223K
2
+$65.9K
3
+$4.89K
4
JNJ icon
Johnson & Johnson
JNJ
+$4.87K
5
ERIE icon
Erie Indemnity
ERIE
+$410

Top Sells

1
+$1.24M
2
+$18.9K
3
+$13.9K
4
PG icon
Procter & Gamble
PG
+$11.7K
5
UNP icon
Union Pacific
UNP
+$9.54K

Sector Composition

1 Industrials 9.77%
2 Consumer Staples 7.19%
3 Financials 6.88%
4 Energy 5.27%
5 Technology 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$332K 0.32%
2,135
52
$315K 0.3%
2,705
53
$312K 0.3%
7,965
-100
54
$307K 0.29%
4,572
55
$304K 0.29%
14
56
$303K 0.29%
5,385
57
$301K 0.29%
3,100
58
$299K 0.29%
7,020
59
$294K 0.28%
2,540
60
$293K 0.28%
2,700
61
$289K 0.28%
2,985
62
$276K 0.26%
11,661
63
$274K 0.26%
1,974
64
$272K 0.26%
2,865
-100
65
$265K 0.25%
2,767
66
$259K 0.25%
3,400
67
$253K 0.24%
3,797
68
$252K 0.24%
2,315
69
$238K 0.23%
1,155
70
$236K 0.23%
2,575
71
$223K 0.21%
+3,284
72
$220K 0.21%
2,600
73
$219K 0.21%
3,947
74
$218K 0.21%
6,900
75
$212K 0.2%
2,460
1 2
3
4