WI

Wedgewood Investors Portfolio holdings

AUM $91.2M
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
+12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$63.1M
AUM Growth
+$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$230K
2
+$224K
3
+$223K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$206K
5
ERIE icon
Erie Indemnity
ERIE
+$115K

Top Sells

1
+$225K
2
+$222K
3
+$201K
4
JNJ icon
Johnson & Johnson
JNJ
+$57.9K
5
PM icon
Philip Morris
PM
+$34.6K

Sector Composition

1 Industrials 21.14%
2 Financials 17.88%
3 Consumer Staples 11.81%
4 Technology 9.92%
5 Energy 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$407K 0.64%
3,058
52
$395K 0.63%
3,025
-25
53
$388K 0.61%
4,407
54
$371K 0.59%
14,415
55
$367K 0.58%
10,400
56
$360K 0.57%
3,194
57
$359K 0.57%
6,516
58
$358K 0.57%
1,925
-100
59
$357K 0.57%
4,120
60
$354K 0.56%
2,599
61
$351K 0.56%
1,320
62
$335K 0.53%
2,375
63
$322K 0.51%
2,800
+514
64
$320K 0.51%
1
65
$299K 0.47%
9,561
66
$297K 0.47%
1,100
-100
67
$277K 0.44%
2,630
68
$277K 0.44%
2,700
69
$275K 0.44%
1,125
70
$268K 0.42%
3,500
71
$261K 0.41%
4,199
+500
72
$249K 0.39%
4,730
73
$246K 0.39%
2,700
74
$242K 0.38%
1,610
-100
75
$241K 0.38%
1,545
-100
1 2
3
4