WI
Wedgewood Investors Portfolio holdings
AUM
$87.8M
1-Year Est. Return
18.54%
This Fund
S&P 500
1 Year Est. Return
+18.54%
AUM
$87.8M
AUM Growth
-$3.39M
(-3.7%)
Holding
107
Top Buys
| 1 | +$310K | |
| 2 | +$193K | |
| 3 | +$96.3K | |
| 4 |
Oneok
OKE
|
+$35.4K |
| 5 |
Amazon
AMZN
|
+$22.9K |
Top Sells
| 1 | +$1.14M | |
| 2 | +$1,000K | |
| 3 | +$411K | |
| 4 |
Eli Lilly
LLY
|
+$363K |
| 5 |
Hewlett Packard
HPE
|
+$203K |
Sector Composition
| 1 | Industrials | 19.52% |
| 2 | Financials | 16.03% |
| 3 | Technology | 15.7% |
| 4 | Consumer Staples | 9.02% |
| 5 | Communication Services | 7.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.1B
| $204K | 0.23% |
1,848
|
|
||
102
Blackstone
BX
$99.8B
| $203K | 0.23% |
1,320
|
|
||
|
103
Hewlett Packard
HPE
$38.2B
| – | – |
-8,260
|
|
||
104
Oracle
ORCL
$521B
| $0 | ﹤0.01% |
2,817
-155
|
|
||
105
Sherwin-Williams
SHW
$82.8B
| – | – |
-583
|
|