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
$89.4M
AUM Growth
+$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$279K
2 +$225K
3 +$216K
4
EFX icon
Equifax
EFX
+$214K
5
V icon
Visa
V
+$212K

Top Sells

1 +$607K
2 +$515K
3 +$237K
4
MO icon
Altria Group
MO
+$88.3K
5
PM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,400