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
$116M
AUM Growth
+$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.89K

Top Sells

1
+$234K
2
+$208K
3
+$67.6K
4
WM icon
Waste Management
WM
+$43.7K
5
COP icon
ConocoPhillips
COP
+$28K

Sector Composition

1 Industrials 10.01%
2 Financials 9%
3 Consumer Staples 8.6%
4 Energy 3.95%
5 Technology 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$228K 0.2%
1,710
77
$227K 0.2%
4,067
-200
78
$227K 0.2%
4,537
79
$223K 0.19%
4,665
-300
80
$215K 0.18%
2,662
81
$212K 0.18%
4,700
82
$203K 0.17%
3,400
83
– –
-16,972
84
– –
-2,500
1 2 3
4