WI
Wedgewood Investors Portfolio holdings
AUM
$91.2M
1-Year Est. Return
12.47%
1 Year Est. Return
+12.47%
AUM
$86.8M
AUM Growth
+$2.6M
(+3.1%)
Holding
103
Top Buys
| 1 | +$535K | |
| 2 | +$261K | |
| 3 | +$216K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$209K |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
+$204K |
Top Sells
| 1 | +$538K | |
| 2 | +$413K | |
| 3 | +$294K | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$139K |
| 5 |
Philip Morris
PM
|
+$52.5K |
Sector Composition
| 1 | Industrials | 19.1% |
| 2 | Financials | 18% |
| 3 | Technology | 16.59% |
| 4 | Consumer Staples | 10.24% |
| 5 | Communication Services | 4.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
DFS
101
DELISTED
Discover Financial Services
DFS
| – | – |
-2,420
|
|
||
102
UnitedHealth
UNH
$294B
| – | – |
-561
|
|