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
$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
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4