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
$69.8M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$294K
2 +$207K
3 +$206K
4
TRV icon
Travelers Companies
TRV
+$203K
5
XOM icon
Exxon Mobil
XOM
+$12.4K

Top Sells

1 +$200K
2 +$46.2K
3 +$30.8K
4
GWR
Genesee & Wyoming Inc.
GWR
+$30K
5
VFC icon
VF Corp
VFC
+$23.6K

Sector Composition

1 Financials 26.5%
2 Industrials 17.49%
3 Consumer Staples 11.32%
4 Technology 9.79%
5 Energy 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$232K 0.33%
2,650
77
$231K 0.33%
4,878
+148
78
$228K 0.33%
2,470
-30
79
$207K 0.3%
+1,377
80
$206K 0.3%
+4,051
81
$203K 0.29%
+1,360
82
$194K 0.28%
10,933
83
$181K 0.26%
3,458
-254
84
-4,199