WI
Wedgewood Investors Portfolio holdings
AUM
$86.8M
1-Year Return
18.74%
This Quarter Return
+5.14%
1 Year Return
+18.74%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$78M
AUM Growth
+$1.67M
(+2.2%)
Cap. Flow
-$1.55M
Cap. Flow
% of AUM
-1.99%
Top 10 Holdings %
Top 10 Hldgs %
38.17%
Holding
96
New
2
Increased
10
Reduced
37
Closed
1
Top Buys
| 1 |
Schwab U.S Small- Cap ETF
SCHA
|
+$207K |
| 2 |
Clorox
CLX
|
+$200K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$51.4K |
| 4 |
NVIDIA
NVDA
|
+$31.7K |
| 5 |
Amazon
AMZN
|
+$29.3K |
Top Sells
| 1 |
Nike
NKE
|
+$259K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$245K |
| 3 |
Mastercard
MA
|
+$187K |
| 4 |
UnitedHealth
UNH
|
+$159K |
| 5 |
Microsoft
MSFT
|
+$141K |
Sector Composition
| 1 | Industrials | 19.29% |
| 2 | Financials | 17.41% |
| 3 | Technology | 13.96% |
| 4 | Consumer Staples | 10.71% |
| 5 | Healthcare | 7.1% |
