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
$96.7M
AUM Growth
-$194K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1 +$492K
2 +$271K
3 +$257K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$207K
5
LO
LORILLARD INC COM STK
LO
+$24K

Top Sells

1 +$255K
2 +$230K
3 +$208K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$86.3K
5
WAB icon
Wabtec
WAB
+$64.8K

Sector Composition

1 Industrials 10.31%
2 Consumer Staples 8.83%
3 Energy 6.8%
4 Financials 6.54%
5 Technology 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,450
77
-2,925
78
-3,100