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
$62M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$282K
2
+$244K
3
+$231K
4
NKE icon
Nike
NKE
+$207K
5
LOW icon
Lowe's Companies
LOW
+$203K

Top Sells

1
+$207K
2
+$17.9K
3
+$13.2K
4
LHX icon
L3Harris
LHX
+$8.49K
5
WAB icon
Wabtec
WAB
+$5.76K

Sector Composition

1 Financials 22.47%
2 Industrials 17.92%
3 Technology 11.56%
4 Consumer Staples 11.4%
5 Healthcare 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$335K 0.54%
7,965
52
$331K 0.53%
1,807
+10
53
$330K 0.53%
1,120
54
$320K 0.52%
1,460
55
$317K 0.51%
3,620
56
$311K 0.5%
9,350
57
$310K 0.5%
2,620
58
$302K 0.49%
4,199
59
$298K 0.48%
3,058
60
$290K 0.47%
800
61
$290K 0.47%
1,000
62
$288K 0.46%
4,800
63
$286K 0.46%
2,700
64
$277K 0.45%
6,930
65
$267K 0.43%
1
66
$267K 0.43%
10,300
-200
67
$257K 0.41%
4,650
68
$244K 0.39%
+1,575
69
$238K 0.38%
13,660
70
$235K 0.38%
1,675
71
$232K 0.37%
3,800
72
$231K 0.37%
+1,474
73
$213K 0.34%
2,266
74
$207K 0.33%
+2,114
75
$203K 0.33%
+1,500
1 2
3
4