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
$70.7M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$32.8K
2
+$1.13K
3
+$1.09K

Top Sells

1
+$529K
2
+$524K
3
+$299K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$264K
5
AMZN icon
Amazon
AMZN
+$244K

Sector Composition

1 Industrials 19.3%
2 Financials 18.04%
3 Technology 11.56%
4 Consumer Staples 11.04%
5 Healthcare 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$236K 0.33%
1,390
-1,062
77
$231K 0.33%
2,100
78
$226K 0.32%
2,375
79
$225K 0.32%
3,150
80
$223K 0.32%
1,320
81
$222K 0.31%
1,287
82
$221K 0.31%
1,731
83
$216K 0.31%
2,114
84
$211K 0.3%
2,948
85
$209K 0.3%
7,362
86
$204K 0.29%
3,900
87
$5K 0.01%
88
88
– –
-1,500
89
– –
-1
90
– –
-2,389
91
– –
-9,327
92
– –
-1,267
93
– –
-11,132
94
– –
-8,559
95
– –
-3,711
96
– –
-660
1 2 3
4