WI
Wedgewood Investors Portfolio holdings
AUM
$86.8M
This Quarter Return
+1.32%
1 Year Return
+18.74%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(+1.7%)
Cap. Flow
-$746K
Cap. Flow
% of AUM
-0.64%
Top 10 Holdings %
Top 10 Hldgs %
39.09%
Holding
132
New
1
Increased
6
Reduced
47
Closed
3
Top Buys
| 1 |
BP
BP
|
$10.4K |
Top Sells
| 1 |
Hewlett Packard
HPE
|
$234K |
| 2 |
WBA
Walgreens Boots Alliance
WBA
|
$208K |
| 3 |
Verizon
VZ
|
$64.8K |
| 4 |
Waste Management
WM
|
$44K |
| 5 |
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% |
