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WP

Wedgewood Partners Portfolio holdings

AUM $484M
1-Year Est. Return 14.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$548M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.37M
3
+$1.33M
4
PYPL icon
PayPal
PYPL
+$1.33M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.24M

Top Sells

1
+$2.01M

Sector Composition

1 Technology 33.2%
2 Communication Services 18.66%
3 Consumer Discretionary 14.67%
4 Financials 14.57%
5 Industrials 12.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.9M 9.65%
189,282
-8,218
2
$51.8M 9.46%
70,594
+2,264
3
$50.4M 9.19%
207,232
+5,929
4
$42.5M 7.76%
166,890
+5,033
5
$41M 7.49%
79,208
+2,603
6
$32.5M 5.93%
484,651
+18,810
7
$31.9M 5.81%
147,500
+6,125
8
$30.4M 5.55%
89,120
+3,517
9
$27.9M 5.09%
489,910
+17,144
10
$26.3M 4.8%
57,557
+1,966
11
$25.7M 4.69%
26,925
+862
12
$22.4M 4.08%
497,020
+16,729
13
$20.7M 3.77%
191,668
+6,458
14
$19.2M 3.5%
120,524
+4,401
15
$18.7M 3.41%
127,522
+4,179
16
$16.9M 3.08%
34,724
+1,242
17
$14.4M 2.62%
184,701
+6,667
18
$12.5M 2.28%
88,547
+3,227
19
$10M 1.83%
32,322
+1,078