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
$51.9M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$837

Top Sells

1
+$371K
2
+$350K
3
+$267K
4
WFC icon
Wells Fargo
WFC
+$262K
5
TFC icon
Truist Financial
TFC
+$239K

Sector Composition

1 Financials 21.41%
2 Industrials 18.3%
3 Consumer Staples 12.77%
4 Technology 10.72%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$281K 0.54%
3,620
-500
52
$280K 0.54%
2,155
53
$279K 0.54%
6,456
54
$279K 0.54%
1,120
55
$275K 0.53%
2,750
56
$272K 0.52%
1
57
$268K 0.52%
1,797
-100
58
$262K 0.5%
6,930
-300
59
$253K 0.49%
1,460
60
$251K 0.48%
3,058
61
$245K 0.47%
7,965
-1,100
62
$238K 0.46%
1,000
63
$237K 0.46%
13,660
-555
64
$227K 0.44%
800
-275
65
$225K 0.43%
4,650
66
$225K 0.43%
4,199
-350
67
$216K 0.42%
10,500
-250
68
$216K 0.42%
6,200
-100
69
$207K 0.4%
2,650
70
$206K 0.4%
3,800
-400
71
$204K 0.39%
2,266
72
$204K 0.39%
9,350
73
$203K 0.39%
1,675
-900
74
– –
-9,261
75
– –
-3,500
1 2
3
4