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
$92.7M
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$449K
2
+$201K
3
+$200K
4
GLW icon
Corning
GLW
+$199K
5
WBA
Walgreens Boots Alliance
WBA
+$195K

Top Sells

1
+$289K
2
+$203K
3
+$182K
4
OKE icon
Oneok
OKE
+$91.9K
5
LO
LORILLARD INC COM STK
LO
+$60.3K

Sector Composition

1 Industrials 10.45%
2 Consumer Staples 8.95%
3 Energy 6.83%
4 Financials 6.16%
5 Technology 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-7,216
77
– –
-2,101
78
– –
-2,611
1 2 3
4