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
$123M
AUM Growth
+$4.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$213K
2
+$210K
3
+$207K
4
HON icon
Honeywell
HON
+$206K
5
C icon
Citigroup
C
+$202K

Top Sells

1
+$95.5K
2
+$65.2K
3
+$48.8K
4
PM icon
Philip Morris
PM
+$47.3K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$46.7K

Sector Composition

1 Industrials 10.49%
2 Financials 8.99%
3 Consumer Staples 7.57%
4 Technology 4.36%
5 Energy 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$240K 0.2%
3,525
77
$236K 0.19%
2,775
-175
78
$230K 0.19%
3,749
-218
79
$224K 0.18%
4,650
-15
80
$223K 0.18%
3,200
81
$217K 0.18%
4,700
82
$214K 0.17%
1,125
83
$213K 0.17%
4,510
-27
84
$213K 0.17%
+2,700
85
$210K 0.17%
+1,200
86
$207K 0.17%
+1,655
87
$206K 0.17%
+1,400
88
$202K 0.16%
+2,721
1 2 3
4