WI
Wedgewood Investors Portfolio holdings
AUM $86.8M
1-Year Return
18.74%
This Quarter Return
-9.67%
1 Year Return
+18.74%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$54.9M
AUM Growth
-$8.27M
(-13%)
Cap. Flow
-$1.47M
Cap. Flow
% of AUM
-2.68%
Top 10 Holdings %
Top 10 Hldgs %
38.37%
Holding
85
New
–
Increased
2
Reduced
21
Closed
5
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$36.5K |
| 2 |
Philip Morris
PM
|
+$4.41K |
Top Sells
| 1 |
GWR
Genesee & Wyoming Inc.
GWR
|
+$246K |
| 2 |
DuPont de Nemours
DD
|
+$226K |
| 3 |
CELG
Celgene Corp
CELG
|
+$224K |
| 4 |
W.W. Grainger
GWW
|
+$223K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$206K |
Sector Composition
| 1 | Financials | 20.12% |
| 2 | Industrials | 19.14% |
| 3 | Consumer Staples | 12.57% |
| 4 | Technology | 9.9% |
| 5 | Energy | 7.82% |
