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
$66.9M
AUM Growth
+$4.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$439K
2
+$251K
3
+$223K
4
AMZN icon
Amazon
AMZN
+$214K
5
QCOM icon
Qualcomm
QCOM
+$204K

Top Sells

1
+$203K
2
+$173K
3
+$147K
4
KEY icon
KeyCorp
KEY
+$132K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$105K

Sector Composition

1 Financials 23.18%
2 Industrials 18.68%
3 Consumer Staples 11.4%
4 Technology 11.23%
5 Healthcare 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$372K 0.56%
7,980
+1,050
52
$370K 0.55%
6,456
53
$353K 0.53%
800
54
$351K 0.52%
4,875
-153
55
$349K 0.52%
3,420
-200
56
$349K 0.52%
1,120
57
$348K 0.52%
2,105
+298
58
$344K 0.51%
2,550
-200
59
$334K 0.5%
10,300
60
$333K 0.5%
4,800
61
$320K 0.48%
1
62
$309K 0.46%
2,620
63
$307K 0.46%
1,460
64
$287K 0.43%
2,892
-166
65
$272K 0.41%
1,000
66
$267K 0.4%
3,800
67
$265K 0.4%
2,114
68
$262K 0.39%
7,965
69
$260K 0.39%
4,350
-300
70
$257K 0.38%
13,535
-125
71
$251K 0.38%
+6,765
72
$251K 0.38%
1,474
73
$249K 0.37%
1,500
74
$243K 0.36%
9,350
75
$225K 0.34%
2,341
+75
1 2
3
4