WI

Wedgewood Investors Portfolio holdings

AUM $91.2M
1-Year Est. Return 12.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.9M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$837

Top Sells

1
+$371K
2
+$350K
3
+$267K
4
WFC icon
Wells Fargo
WFC
+$262K
5
TFC icon
Truist Financial
TFC
+$239K

Sector Composition

1 Financials 21.41%
2 Industrials 18.3%
3 Consumer Staples 12.77%
4 Technology 10.72%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,212
77
– –
-3,250
78
– –
-3,500
79
– –
-3,086
80
– –
-625
81
– –
-10,831
82
– –
-4,247
83
– –
-4,878
84
– –
-8,200
85
– –
-1,545
86
– –
-9,261
87
– –
-1,377
1 2 3
4