WI
Wedgewood Investors Portfolio holdings
AUM
$86.8M
This Quarter Return
+4.89%
1 Year Return
+18.74%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$89.4M
AUM Growth
+$89.4M
(+6.1%)
Cap. Flow
+$378K
Cap. Flow
% of AUM
0.42%
Top 10 Holdings %
Top 10 Hldgs %
38.32%
Holding
127
New
6
Increased
29
Reduced
42
Closed
5
Top Buys
| 1 |
AAMC
Altisource Asset Mgmt Corp
AAMC
|
$279K |
| 2 |
VF Corp
VFC
|
$243K |
| 3 |
Exxon Mobil
XOM
|
$225K |
| 4 |
Emerson Electric
EMR
|
$216K |
| 5 |
Equifax
EFX
|
$214K |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$607K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$515K |
| 3 |
WBA
Walgreens Boots Alliance
WBA
|
$237K |
| 4 |
Altria Group
MO
|
$88.3K |
| 5 |
Philip Morris
PM
|
$78.4K |
Sector Composition
| 1 | Industrials | 10.8% |
| 2 | Consumer Staples | 9.37% |
| 3 | Energy | 7.29% |
| 4 | Financials | 6.59% |
| 5 | Technology | 3.09% |