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
$70.7M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$32.8K
2
+$1.13K
3
+$1.09K

Top Sells

1
+$529K
2
+$524K
3
+$299K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$264K
5
AMZN icon
Amazon
AMZN
+$244K

Sector Composition

1 Industrials 19.3%
2 Financials 18.04%
3 Technology 11.56%
4 Consumer Staples 11.04%
5 Healthcare 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$400K 0.57%
6,186
-210
52
$380K 0.54%
700
53
$372K 0.53%
4,800
54
$360K 0.51%
1,975
55
$360K 0.51%
2,815
56
$351K 0.5%
2,789
57
$344K 0.49%
939
58
$343K 0.48%
2,510
59
$320K 0.45%
3,899
60
$315K 0.45%
10,000
61
$310K 0.44%
1,775
62
$309K 0.44%
2,741
63
$288K 0.41%
2,750
64
$285K 0.4%
4,082
-1
65
$284K 0.4%
625
66
$282K 0.4%
1,000
67
$275K 0.39%
2,905
68
$266K 0.38%
1,175
69
$264K 0.37%
2,600
70
$261K 0.37%
932
71
$257K 0.36%
16,940
72
$252K 0.36%
1,848
-633
73
$252K 0.36%
1,337
-154
74
$247K 0.35%
1,199
-1,030
75
$244K 0.34%
6,030
1 2
3
4