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
$62M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$282K
2 +$244K
3 +$231K
4
NKE icon
Nike
NKE
+$207K
5
LOW icon
Lowe's Companies
LOW
+$203K

Top Sells

1 +$207K
2 +$17.9K
3 +$13.2K
4
LHX icon
L3Harris
LHX
+$8.49K
5
WAB icon
Wabtec
WAB
+$5.76K

Sector Composition

1 Financials 22.47%
2 Industrials 17.92%
3 Technology 11.56%
4 Consumer Staples 11.4%
5 Healthcare 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$203K 0.33%
6,200
77
$132K 0.21%
+10,831
78
-2,650