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
$84.8M
AUM Growth
+$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$448K
2
+$243K
3
+$220K
4
SO icon
Southern Company
SO
+$216K
5
ED icon
Consolidated Edison
ED
+$203K

Top Sells

1
+$232K
2
+$210K
3
+$210K
4
XYZ
Block Inc
XYZ
+$203K
5
BP icon
BP
BP
+$201K

Sector Composition

1 Industrials 19.89%
2 Financials 18.88%
3 Technology 12.93%
4 Consumer Staples 10.03%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$500K 0.59%
6,925
-200
52
$497K 0.59%
7,975
53
$491K 0.58%
16,690
54
$487K 0.57%
12,930
-215
55
$487K 0.57%
1,975
56
$482K 0.57%
2,789
+19
57
$467K 0.55%
700
58
$466K 0.55%
2,807
59
$459K 0.54%
1,775
+275
60
$451K 0.53%
1
61
$448K 0.53%
+4,800
62
$434K 0.51%
2,741
63
$428K 0.5%
6,854
64
$382K 0.45%
2,815
-500
65
$374K 0.44%
940
-110
66
$372K 0.44%
10,000
67
$360K 0.42%
1,491
68
$356K 0.42%
4,083
69
$352K 0.42%
2,114
70
$336K 0.4%
2,905
71
$333K 0.39%
2,948
72
$324K 0.38%
625
73
$317K 0.37%
1,731
74
$312K 0.37%
1,205
75
$299K 0.35%
2,620
1 2
3
4