WI
Wedgewood Investors Portfolio holdings
AUM
$87.8M
1-Year Est. Return
18.52%
This Fund
S&P 500
1 Year Est. Return
+18.52%
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
$28.8B
| $206K | 0.23% |
1,848
|
|
||
102
Hewlett Packard
HPE
$30.3B
| $203K | 0.22% |
+8,260
|
|
||
103
Sherwin-Williams
SHW
$90B
| $202K | 0.22% |
583
|
|
||
|
CEG
104
DELISTED
CONSTELLATION ENRGY GP(HLDG CO
CEG
| – | – |
-627
|
|
||
105
Vertex Pharmaceuticals
VRTX
$117B
| – | – |
-720
|
|
||
|
106
Paychex
PAYX
$35.2B
| – | – |
-1,400
|
|
||
107
National Fuel Gas
NFG
$8.06B
| – | – |
-2,712
|
|