WI
Wedgewood Investors Portfolio holdings
AUM
$91.2M
1-Year Est. Return
12.47%
1 Year Est. Return
+12.47%
AUM
$91.2M
AUM Growth
+$4.36M
(+5%)
Holding
109
Top Buys
| 1 | +$226K | |
| 2 | +$220K | |
| 3 | +$216K | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$215K |
| 5 |
Goldman Sachs
GS
|
+$212K |
Top Sells
| 1 | +$326K | |
| 2 | +$321K | |
| 3 | +$230K | |
| 4 |
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 | |
|---|---|---|---|---|---|---|
101
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.1B
| $206K | 0.23% |
1,848
|
|
||
102
Hewlett Packard
HPE
$28.9B
| $203K | 0.22% |
+8,260
|
|
||
103
Sherwin-Williams
SHW
$83.7B
| $202K | 0.22% |
583
|
|
||
104
National Fuel Gas
NFG
$7.34B
| – | – |
-2,712
|
|
||
|
105
Paychex
PAYX
$39.9B
| – | – |
-1,400
|
|
||
106
Vertex Pharmaceuticals
VRTX
$110B
| – | – |
-720
|
|
||
|
CEG
107
DELISTED
CONSTELLATION ENRGY GP(HLDG CO
CEG
| – | – |
-627
|
|