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
$76.9M
AUM Growth
-$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$202K
2
+$201K
3
+$5.18K
4
JPM icon
JPMorgan Chase
JPM
+$2.46K

Top Sells

1
+$202K
2
+$146K
3
+$108K
4
MSFT icon
Microsoft
MSFT
+$96.7K
5
FDX icon
FedEx
FDX
+$46K

Sector Composition

1 Financials 20.29%
2 Industrials 19.67%
3 Technology 12.65%
4 Consumer Staples 10.16%
5 Communication Services 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$259K 0.34%
1,287
77
$246K 0.32%
1,500
78
$246K 0.32%
625
79
$246K 0.32%
1,256
80
$244K 0.32%
2,589
81
$243K 0.32%
2,948
82
$243K 0.32%
4,147
83
$232K 0.3%
891
84
$226K 0.29%
10,026
85
$225K 0.29%
1,360
-100
86
$223K 0.29%
1,731
87
$222K 0.29%
12,804
88
$210K 0.27%
1,415
89
$207K 0.27%
1,360
90
$203K 0.26%
845
91
$202K 0.26%
+9,327
92
$201K 0.26%
+7,362
93
$201K 0.26%
3,000
-600
94
– –
-1,000
1 2 3
4