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
$119M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$336K
2
+$244K
3
+$213K
4
VZ icon
Verizon
VZ
+$51.6K
5
T icon
AT&T
T
+$42.4K

Top Sells

1
+$692K
2
+$215K
3
+$44.8K
4
ERIE icon
Erie Indemnity
ERIE
+$36.2K
5
XOM icon
Exxon Mobil
XOM
+$32.8K

Sector Composition

1 Industrials 9.78%
2 Financials 8.81%
3 Consumer Staples 7.55%
4 Energy 4.09%
5 Technology 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.42M 5.41%
53,203
-300
2
$2.34M 1.97%
21,068
-100
3
$2M 1.69%
31,554
-50
4
$1.93M 1.63%
23,547
-400
5
$1.73M 1.46%
14,889
6
$1.58M 1.33%
6,232
7
$1.56M 1.31%
11,977
-50
8
$1.45M 1.22%
19,495
9
$1.41M 1.18%
47,488
+1,434
10
$1.39M 1.17%
28,092
+1,042
11
$1.38M 1.16%
18,165
-200
12
$1.3M 1.09%
7,385
13
$1.22M 1.03%
13,387
-200
14
$934K 0.79%
24,516
-166
15
$914K 0.77%
10,766
16
$901K 0.76%
4,783
17
$879K 0.74%
5,372
18
$877K 0.74%
16,945
-400
19
$872K 0.73%
6,175
20
$849K 0.72%
4,630
-100
21
$814K 0.69%
3,240
22
$779K 0.66%
13,762
23
$753K 0.63%
6,759
-50
24
$691K 0.58%
8,825
-400
25
$688K 0.58%
5,200
1
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