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
$84.8M
AUM Growth
+$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$448K
2
+$243K
3
+$220K
4
SO icon
Southern Company
SO
+$216K
5
ED icon
Consolidated Edison
ED
+$203K

Top Sells

1
+$232K
2
+$210K
3
+$210K
4
XYZ
Block Inc
XYZ
+$203K
5
BP icon
BP
BP
+$201K

Sector Composition

1 Industrials 19.89%
2 Financials 18.88%
3 Technology 12.93%
4 Consumer Staples 10.03%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.47M 11.17%
49,147
-1,090
2
$5.33M 6.28%
15,835
-55
3
$3.44M 4.05%
13,647
4
$2.7M 3.19%
5,664
5
$1.94M 2.29%
11,877
+100
6
$1.94M 2.29%
4,091
+66
7
$1.89M 2.23%
11,046
+600
8
$1.83M 2.16%
5,095
9
$1.73M 2.04%
4,167
+112
10
$1.72M 2.02%
90,390
11
$1.69M 2%
17,830
-275
12
$1.67M 1.97%
9,399
+465
13
$1.61M 1.9%
4,710
-100
14
$1.51M 1.78%
16,366
+1
15
$1.35M 1.59%
11,695
16
$1.29M 1.52%
8,920
+360
17
$1.27M 1.5%
26,762
-300
18
$1.25M 1.48%
8,640
19
$1.22M 1.43%
4,066
20
$1.21M 1.43%
23,320
-44
21
$1.19M 1.4%
4,000
22
$1.15M 1.36%
6,900
23
$1.14M 1.35%
5,366
-130
24
$1.1M 1.3%
8,982
25
$1.08M 1.27%
20,957
-500
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