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
$116M
AUM Growth
+$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.84K

Top Sells

1
+$234K
2
+$208K
3
+$64.8K
4
WM icon
Waste Management
WM
+$44K
5
VFC icon
VF Corp
VFC
+$28.8K

Sector Composition

1 Industrials 10.01%
2 Financials 9%
3 Consumer Staples 8.6%
4 Energy 3.95%
5 Technology 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$378K 0.33%
2,985
52
$375K 0.32%
3,158
53
$371K 0.32%
38,496
54
$356K 0.31%
4,579
-75
55
$351K 0.3%
2,450
56
$346K 0.3%
6,508
57
$339K 0.29%
11,267
58
$336K 0.29%
2,786
59
$330K 0.28%
2,540
60
$328K 0.28%
2,627
-140
61
$320K 0.28%
2,700
62
$313K 0.27%
6,516
63
$301K 0.26%
3,294
64
$299K 0.26%
8,308
65
$288K 0.25%
2,630
66
$286K 0.25%
2,075
67
$276K 0.24%
4,985
68
$271K 0.23%
10,761
69
$269K 0.23%
3,525
70
$265K 0.23%
4,885
-531
71
$256K 0.22%
14,615
-250
72
$255K 0.22%
1
73
$245K 0.21%
1,320
74
$239K 0.21%
12,750
-272
75
$238K 0.2%
2,950
1 2
3
4