WI

Wedgewood Investors Portfolio holdings

AUM $87.8M
1-Year Est. Return 18.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.52%
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
+$217K
2
+$206K
3
+$205K
4
EFX icon
Equifax
EFX
+$202K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$193K

Top Sells

1
+$607K
2
+$494K
3
+$237K
4
MO icon
Altria Group
MO
+$84.9K
5
PM icon
Philip Morris
PM
+$78.6K

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
1 2 3
4