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
$97.9M
AUM Growth
-$6.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$376K
2 +$278K
3 +$207K
4
CLX icon
Clorox
CLX
+$202K
5
XOM icon
Exxon Mobil
XOM
+$9.3K

Top Sells

1 +$265K
2 +$259K
3 +$219K
4
CTRA icon
Coterra Energy
CTRA
+$218K
5
SLB icon
SLB Limited
SLB
+$212K

Sector Composition

1 Industrials 9.27%
2 Consumer Staples 7.96%
3 Financials 7.09%
4 Energy 4.35%
5 Technology 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$181K 0.18%
10,567
77
-1
78
-6,900
79
-1,974
80
-10,211
81
-3,947
82
-2,460
83
-1,921
84
-3,400