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
$119M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$336K
2
+$244K
3
+$213K
4
VZ icon
Verizon
VZ
+$51.6K
5
T icon
AT&T
T
+$42.4K

Top Sells

1
+$692K
2
+$215K
3
+$44.8K
4
ERIE icon
Erie Indemnity
ERIE
+$36.2K
5
XOM icon
Exxon Mobil
XOM
+$32.8K

Sector Composition

1 Industrials 9.78%
2 Financials 8.81%
3 Consumer Staples 7.55%
4 Energy 4.09%
5 Technology 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$238K 0.2%
2,950
77
$238K 0.2%
12,648
-102
78
$229K 0.19%
4,665
79
$226K 0.19%
1,710
80
$219K 0.18%
4,537
81
$213K 0.18%
+1,125
82
$211K 0.18%
4,700
83
$201K 0.17%
3,200
-200
84
– –
-2,662
85
– –
-10,645
1 2 3
4