WI

Wedgewood Investors Portfolio holdings

AUM $87.8M
1-Year Est. Return 18.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.8M
AUM Growth
+$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$469K
2
+$230K
3
+$202K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$200K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$197K

Top Sells

1
+$575K
2
+$413K
3
+$294K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$129K
5
ABBV icon
AbbVie
ABBV
+$50.2K

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
101
– –
-2,420
102
– –
-561
1 2 3 4
5