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
$105M
AUM Growth
+$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$214K
2
+$66K
3
+$5.07K
4
JNJ icon
Johnson & Johnson
JNJ
+$5.01K
5
ERIE icon
Erie Indemnity
ERIE
+$414

Top Sells

1
+$1.24M
2
+$19.7K
3
+$14K
4
PG icon
Procter & Gamble
PG
+$12.1K
5
UNP icon
Union Pacific
UNP
+$10.4K

Sector Composition

1 Industrials 9.77%
2 Consumer Staples 7.19%
3 Financials 6.88%
4 Energy 5.27%
5 Technology 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$210K 0.2%
5,015
77
$208K 0.2%
10,567
78
$207K 0.2%
1,974
79
$206K 0.2%
1,921
80
$205K 0.2%
1
81
$178K 0.17%
10,211
82
– –
-19,021
1 2 3
4