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
$54.9M
AUM Growth
-$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$36.5K
2 +$4.41K

Top Sells

1 +$246K
2 +$226K
3 +$224K
4
GWW icon
W.W. Grainger
GWW
+$223K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$206K

Sector Composition

1 Financials 20.12%
2 Industrials 19.14%
3 Consumer Staples 12.57%
4 Technology 9.9%
5 Energy 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$203K 0.37%
2,650
77
$202K 0.37%
4,465
78
$165K 0.3%
11,171
-119
79
$137K 0.25%
3,778
-444
80
-1,742
81
-625
82
-1,377
83
-2,700
84
-2,500