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
$109M
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$215K
2
+$205K
3
+$87.1K
4
VZ icon
Verizon
VZ
+$50K
5
MO icon
Altria Group
MO
+$41.9K

Top Sells

1
+$206K
2
+$68.6K
3
+$51.1K
4
RTN
Raytheon Company
RTN
+$28.4K
5
HPE icon
Hewlett Packard
HPE
+$23K

Sector Composition

1 Industrials 9.66%
2 Financials 8.76%
3 Consumer Staples 8.36%
4 Energy 4.92%
5 Technology 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$225K 0.21%
+4,700
77
$221K 0.2%
14,865
78
$219K 0.2%
+1,370
79
$217K 0.2%
2,950
80
$215K 0.2%
2,560
81
$207K 0.19%
2,500
82
$205K 0.19%
1,710
83
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1 2 3
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