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

Top Buys

1
+$207K
2
+$203K
3
+$189K
4
JPM icon
JPMorgan Chase
JPM
+$13.2K
5
RTN
Raytheon Company
RTN
+$11.3K

Top Sells

1
+$215K
2
+$57.8K
3
+$28.7K
4
AAPL icon
Apple
AAPL
+$27.7K
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
1 2 3
4