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
$66.9M
AUM Growth
+$4.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$439K
2
+$251K
3
+$223K
4
AMZN icon
Amazon
AMZN
+$214K
5
QCOM icon
Qualcomm
QCOM
+$204K

Top Sells

1
+$203K
2
+$173K
3
+$147K
4
KEY icon
KeyCorp
KEY
+$132K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$105K

Sector Composition

1 Financials 23.18%
2 Industrials 18.68%
3 Consumer Staples 11.4%
4 Technology 11.23%
5 Healthcare 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$223K 0.33%
+625
77
$218K 0.33%
4,199
78
$216K 0.32%
1,505
-70
79
$214K 0.32%
+1,360
80
$204K 0.3%
+1,731
81
$201K 0.3%
+1,287
82
– –
-10,831
83
– –
-6,200
1 2 3
4