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
$114M
AUM Growth
+$5.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$214K
2 +$204K
3 +$202K
4
JPM icon
JPMorgan Chase
JPM
+$13.2K
5
RTN
Raytheon Company
RTN
+$11.4K

Top Sells

1 +$215K
2 +$54.6K
3 +$30.1K
4
FDX icon
FedEx
FDX
+$29.3K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$20.7K

Sector Composition

1 Industrials 9.69%
2 Financials 8.93%
3 Consumer Staples 8.68%
4 Energy 4.17%
5 Technology 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$232K 0.2%
13,022
77
$231K 0.2%
1,710
78
$229K 0.2%
2,950
79
$221K 0.19%
4,700
80
$217K 0.19%
1,320
-50
81
$214K 0.19%
+2,662
82
$208K 0.18%
2,500
83
$204K 0.18%
+3,400
84
$202K 0.18%
+4,537
85
-2,560