WI

Wedgewood Investors Portfolio holdings

AUM $91.2M
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
+12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$78M
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$207K
2
+$200K
3
+$51.4K
4
NVDA icon
NVIDIA
NVDA
+$31.7K
5
AMZN icon
Amazon
AMZN
+$29.3K

Top Sells

1
+$259K
2
+$245K
3
+$187K
4
UNH icon
UnitedHealth
UNH
+$159K
5
MSFT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$265K 0.34%
1,278
+75
77
$264K 0.34%
2,286
78
$261K 0.33%
1,287
79
$260K 0.33%
1,848
80
$254K 0.33%
1,033
+70
81
$248K 0.32%
2,650
82
$246K 0.32%
1,316
83
$244K 0.31%
2,492
84
$240K 0.31%
1,093
-200
85
$239K 0.31%
2,006
+125
86
$235K 0.3%
7,107
87
$229K 0.29%
1,320
88
$226K 0.29%
2,086
89
$207K 0.27%
+9,452
90
$206K 0.26%
1,639
91
$206K 0.26%
2,275
92
$203K 0.26%
3,376
-470
93
$200K 0.26%
+1,260
94
– –
-2,114
1 2 3
4