WI
Wedgewood Investors Portfolio holdings
AUM
$86.8M
This Quarter Return
-2.88%
1 Year Return
+18.74%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$65M
AUM Growth
+$65M
(-8.1%)
Cap. Flow
-$1.17M
Cap. Flow
% of AUM
-1.8%
Top 10 Holdings %
Top 10 Hldgs %
40.68%
Holding
90
New
1
Increased
5
Reduced
17
Closed
6
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$843K |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$769K |
| 3 |
Amazon
AMZN
|
$203K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$48.6K |
| 5 |
Exxon Mobil
XOM
|
$87 |
Top Sells
| 1 |
ProShares VIX Short-Term Futures ETF
VIXY
|
$695K |
| 2 |
Mastercard
MA
|
$569K |
| 3 |
FedEx
FDX
|
$266K |
| 4 |
Qualcomm
QCOM
|
$221K |
| 5 |
Nike
NKE
|
$216K |
Sector Composition
| 1 | Financials | 20.02% |
| 2 | Industrials | 19.36% |
| 3 | Consumer Staples | 10.92% |
| 4 | Technology | 10.5% |
| 5 | Healthcare | 7.1% |
