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

Top Buys

1 +$474K
2 +$221K
3 +$214K
4
SO icon
Southern Company
SO
+$209K
5
WBA
Walgreens Boots Alliance
WBA
+$205K

Top Sells

1 +$289K
2 +$203K
3 +$182K
4
OKE icon
Oneok
OKE
+$93.1K
5
LO
LORILLARD INC COM STK
LO
+$64.9K

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