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Wedgewood Fund (RWGFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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4.8000-0.0200 (-0.41%)
At close: 08:00PM EDT

Overall portfolio composition (%)

Cash2.86%
Stocks97.15%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertible0.00%

Sector weightings (%)

Sector(s)
RWGFX
Basic materials
0.00%
Consumer cyclical
12.82%
Financial services
16.50%
Property
0.00%
Consumer defensive
0.00%
Healthcare
10.38%
Utilities
0.00%
Communication services
17.76%
Energy
1.86%
Industrials
10.59%
Technology
30.10%

Equity holdings

AverageRWGFXCategory average
Price/Earnings0.0334.82
Price/book0.128.34
Price/sales0.244.62
Price/Cash flow0.0423.95
Median market cap258,645.08310,214.47
3-year earnings growth17.6623.61

Bond holdings

AverageRWGFXCategory average
MaturityN/A3.63
DurationN/A2.73
Credit qualityN/AN/A

Bond ratings

Sector(s)RWGFX
US government0.00%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 10 holdings (68.43% of total assets)

Get quotes for top holdings
NameSymbol% assets
Alphabet Inc Class AGOOGL9.17%
Meta Platforms Inc Class AMETA8.09%
Visa Inc Class AV7.27%
Taiwan Semiconductor Manufacturing Co Ltd ADRTSM7.15%
Apple IncAAPL6.80%
PayPal Holdings IncPYPL6.56%
UnitedHealth Group IncUNH6.09%
Tractor Supply CoTSCO6.01%
Microsoft CorpMSFT5.77%
Copart IncCPRT5.54%