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
$78M
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$207K
2
+$200K
3
+$51.4K
4
NVDA icon
NVIDIA
NVDA
+$31.7K
5
AMZN icon
Amazon
AMZN
+$29.3K

Top Sells

1
+$259K
2
+$245K
3
+$187K
4
UNH icon
UnitedHealth
UNH
+$159K
5
MSFT icon
Microsoft
MSFT
+$141K

Sector Composition

1 Industrials 19.29%
2 Financials 17.41%
3 Technology 13.96%
4 Consumer Staples 10.71%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$485K 0.62%
7,850
-800
52
$476K 0.61%
2,025
53
$470K 0.6%
962
54
$448K 0.57%
8,063
-350
55
$435K 0.56%
5,954
-132
56
$398K 0.51%
849
57
$398K 0.51%
3,050
+225
58
$397K 0.51%
12,930
59
$384K 0.49%
2,641
60
$380K 0.49%
791
-330
61
$371K 0.48%
2,515
62
$365K 0.47%
700
63
$361K 0.46%
10,300
+400
64
$352K 0.45%
1,000
65
$344K 0.44%
930
-2
66
$343K 0.44%
3,600
-99
67
$340K 0.44%
21,299
-1,000
68
$313K 0.4%
5,979
69
$306K 0.39%
5,413
70
$304K 0.39%
1,225
71
$301K 0.39%
2,232
72
$295K 0.38%
1,309
73
$295K 0.38%
1,337
74
$294K 0.38%
2,520
75
$270K 0.35%
3,850
+275
1 2
3
4