WI
Wedgewood Investors Portfolio holdings
AUM
$86.8M
This Quarter Return
+1.94%
1 Year Return
+18.74%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$99.4M
AUM Growth
+$99.4M
(+0.45%)
Cap. Flow
-$876K
Cap. Flow
% of AUM
-0.88%
Top 10 Holdings %
Top 10 Hldgs %
41.4%
Holding
125
New
3
Increased
9
Reduced
56
Closed
2
Top Buys
| 1 |
Consolidated Edison
ED
|
$226K |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$213K |
| 3 |
CVS Health
CVS
|
$205K |
| 4 |
Corning
GLW
|
$14.6K |
| 5 |
Church & Dwight Co
CHD
|
$9.21K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$200K |
| 2 |
Hewlett Packard
HPE
|
$90.6K |
| 3 |
Microsoft
MSFT
|
$72.6K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$62K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$43.2K |
Sector Composition
| 1 | Industrials | 9.43% |
| 2 | Consumer Staples | 8.94% |
| 3 | Financials | 7.88% |
| 4 | Energy | 4.4% |
| 5 | Communication Services | 3.45% |
