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
$99.4M
AUM Growth
+$443K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$226K
2
+$213K
3
+$205K
4
GLW icon
Corning
GLW
+$14.6K
5
CHD icon
Church & Dwight Co
CHD
+$9.21K

Top Sells

1
+$200K
2
+$90.6K
3
+$72.6K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$62K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$43.2K

Sector Composition

1 Industrials 9.43%
2 Consumer Staples 8.94%
3 Financials 7.88%
4 Energy 4.4%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$205K 0.21%
+1,974
77
$201K 0.2%
1,845
-150
78
$192K 0.19%
18,599
-8,775
79
$192K 0.19%
19,800
-1,200
80
$189K 0.19%
15,310
-100
81
– –
-1,921
1 2 3
4