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
$64.5M
AUM Growth
+$9.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$219K
2
+$215K
3
+$53.3K
4
V icon
Visa
V
+$43.5K
5
MSFT icon
Microsoft
MSFT
+$38.7K

Top Sells

1
+$65.9K
2
+$51K
3
+$27.3K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$26.9K
5
PH icon
Parker-Hannifin
PH
+$16.6K

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