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
$76.9M
AUM Growth
-$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$202K
2
+$201K
3
+$5.18K
4
JPM icon
JPMorgan Chase
JPM
+$2.46K

Top Sells

1
+$202K
2
+$146K
3
+$108K
4
MSFT icon
Microsoft
MSFT
+$96.7K
5
FDX icon
FedEx
FDX
+$46K

Sector Composition

1 Financials 20.29%
2 Industrials 19.67%
3 Technology 12.65%
4 Consumer Staples 10.16%
5 Communication Services 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.96M 11.65%
50,237
-605
2
$4.48M 5.82%
15,890
-343
3
$2.67M 3.48%
13,647
-65
4
$2.44M 3.17%
5,664
5
$1.77M 2.3%
5,095
6
$1.73M 2.24%
4,025
-340
7
$1.72M 2.23%
18,105
-25
8
$1.69M 2.19%
10,446
-50
9
$1.65M 2.14%
11,777
-100
10
$1.61M 2.1%
4,810
11
$1.57M 2.04%
90,390
12
$1.41M 1.83%
16,365
13
$1.33M 1.73%
4,055
14
$1.31M 1.7%
11,695
-100
15
$1.26M 1.64%
8,934
16
$1.26M 1.64%
23,364
-100
17
$1.23M 1.6%
27,062
18
$1.21M 1.57%
5,496
19
$1.16M 1.5%
8,640
20
$1.14M 1.49%
21,457
-50
21
$1.14M 1.48%
8,560
22
$1.11M 1.44%
4,066
-25
23
$1.03M 1.34%
6,900
24
$1.02M 1.32%
8,982
25
$994K 1.29%
4,461
-50
1
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