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
$119M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$336K
2
+$244K
3
+$213K
4
VZ icon
Verizon
VZ
+$51.6K
5
T icon
AT&T
T
+$42.4K

Top Sells

1
+$692K
2
+$215K
3
+$44.8K
4
ERIE icon
Erie Indemnity
ERIE
+$36.2K
5
XOM icon
Exxon Mobil
XOM
+$32.8K

Sector Composition

1 Industrials 9.78%
2 Financials 8.81%
3 Consumer Staples 7.55%
4 Energy 4.09%
5 Technology 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$380K 0.32%
3,058
-100
52
$366K 0.31%
2,985
53
$365K 0.31%
2,500
-40
54
$363K 0.31%
2,450
55
$354K 0.3%
2,627
56
$348K 0.29%
4,529
-50
57
$338K 0.28%
2,786
58
$336K 0.28%
+5,380
59
$328K 0.28%
10,967
-300
60
$323K 0.27%
3,050
61
$321K 0.27%
6,516
62
$320K 0.27%
8,308
63
$315K 0.27%
3,294
64
$302K 0.25%
2,075
65
$292K 0.25%
14,615
66
$288K 0.24%
2,630
67
$283K 0.24%
2,700
68
$275K 0.23%
1
69
$274K 0.23%
4,976
-9
70
$267K 0.23%
4,460
-425
71
$265K 0.22%
10,161
-600
72
$259K 0.22%
1,320
73
$253K 0.21%
3,967
-100
74
$252K 0.21%
3,525
75
$244K 0.21%
+1,750
1 2
3
4