WI

Wedgewood Investors Portfolio holdings

AUM $87.2M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.2M
AUM Growth
+$4.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$226K
2
+$205K
3
+$205K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$202K
5
GS icon
Goldman Sachs
GS
+$197K

Top Sells

1
+$354K
2
+$321K
3
+$230K
4
PAYX icon
Paychex
PAYX
+$204K
5
CEG
CONSTELLATION ENRGY GP(HLDG CO
CEG
+$202K

Sector Composition

1 Industrials 18.76%
2 Technology 17.9%
3 Financials 16.81%
4 Consumer Staples 9.48%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$286K 0.31%
11,228
-544
77
$285K 0.31%
1,020
78
$279K 0.31%
850
79
$277K 0.3%
943
80
$273K 0.3%
1,156
+1
81
$262K 0.29%
1,323
82
$261K 0.29%
9,344
-146
83
$260K 0.29%
1,034
-275
84
$257K 0.28%
1,000
85
$253K 0.28%
5,605
-300
86
$249K 0.27%
751
87
$246K 0.27%
2,267
88
$238K 0.26%
9,275
+195
89
$234K 0.26%
2,332
-5
90
$226K 0.25%
+1,320
91
$222K 0.24%
3,343
-65
92
$220K 0.24%
3,669
93
$220K 0.24%
+2,165
94
$216K 0.24%
+1,844
95
$215K 0.24%
7,389
96
$215K 0.24%
+1,526
97
$215K 0.24%
3,000
98
$212K 0.23%
+266
99
$209K 0.23%
+694
100
$208K 0.23%
1,034
-663
1 2 3
4
5