WI
Wedgewood Investors Portfolio holdings
AUM
$86.8M
This Quarter Return
-8.88%
1 Year Return
+18.74%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$70.7M
AUM Growth
+$70.7M
(-15%)
Cap. Flow
-$3.43M
Cap. Flow
% of AUM
-4.85%
Top 10 Holdings %
Top 10 Hldgs %
38.12%
Holding
98
New
1
Increased
3
Reduced
22
Closed
9
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$32.8K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.13K |
| 3 |
Apple
AAPL
|
$1.09K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$529K |
| 2 |
Erie Indemnity
ERIE
|
$524K |
| 3 |
Deere & Co
DE
|
$299K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$264K |
| 5 |
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% |
