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
$105M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$319K
2 +$206K
3 +$40.7K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$32.3K
5
PEP icon
PepsiCo
PEP
+$31.8K

Sector Composition

1 Consumer Staples 9.22%
2 Industrials 9.07%
3 Financials 7.77%
4 Energy 4.92%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$216K 0.21%
3,484
77
$206K 0.2%
+2,610
78
$197K 0.19%
18,599
79
$193K 0.18%
19,800
80
$192K 0.18%
15,310
81
$165K 0.16%
11
-1
82
-1,974