WI

Wedgewood Investors Portfolio holdings

AUM $86.8M
1-Year Est. Return 18.74%
This Quarter Est. Return
1 Year Est. Return
+18.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.84K

Top Sells

1
+$234K
2
+$208K
3
+$64.8K
4
WM icon
Waste Management
WM
+$44K
5
VFC icon
VF Corp
VFC
+$28.8K

Sector Composition

1 Industrials 10.01%
2 Financials 9%
3 Consumer Staples 8.6%
4 Energy 3.95%
5 Technology 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.69M 5.75%
53,503
2
$2.49M 2.14%
21,168
-50
3
$2.35M 2.02%
31,604
-200
4
$1.93M 1.66%
23,947
-200
5
$1.68M 1.44%
18,365
6
$1.62M 1.39%
14,889
-100
7
$1.59M 1.37%
12,027
-50
8
$1.52M 1.3%
6,232
9
$1.34M 1.16%
19,495
-265
10
$1.31M 1.13%
46,054
-176
11
$1.29M 1.11%
7,385
12
$1.21M 1.04%
27,050
-1,452
13
$1.18M 1.02%
13,587
-200
14
$961K 0.83%
17,345
-50
15
$905K 0.78%
10,766
16
$833K 0.72%
24,682
-300
17
$824K 0.71%
5,372
18
$801K 0.69%
4,730
19
$799K 0.69%
4,783
20
$786K 0.68%
6,809
21
$783K 0.67%
3,240
22
$750K 0.64%
6,175
23
$744K 0.64%
13,762
24
$716K 0.62%
13,800
-400
25
$692K 0.6%
10,645
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