WI

Wedgewood Investors Portfolio holdings

AUM $91.2M
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
+12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$64.5M
AUM Growth
+$9.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$236K
2
+$231K
3
+$54.9K
4
V icon
Visa
V
+$47.1K
5
MSFT icon
Microsoft
MSFT
+$41.9K

Top Sells

1
+$66.1K
2
+$49.5K
3
+$28.5K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$28K
5
PH icon
Parker-Hannifin
PH
+$17.2K

Sector Composition

1 Financials 21.56%
2 Industrials 19.06%
3 Consumer Staples 12.52%
4 Technology 9.95%
5 Energy 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$231K 0.36%
+2,650
77
$229K 0.36%
4,730
78
$225K 0.35%
2,650
79
$200K 0.31%
4,199
80
$185K 0.29%
3,712
-66
81
$172K 0.27%
10,933
-238
1 2 3
4