WA
Waddell & Associates Portfolio holdings
AUM
$937M
1-Year Return
85.98%
This Quarter Return
+6.23%
1 Year Return
+85.98%
3 Year Return
+145.86%
5 Year Return
+203.52%
10 Year Return
–
AUM
$659K
AUM Growth
-$487M
(-100%)
Cap. Flow
+$142K
Cap. Flow
% of AUM
21.49%
Top 10 Holdings %
Top 10 Hldgs %
76.23%
Holding
116
New
94
Increased
12
Reduced
8
Closed
–
Top Buys
| 1 |
Home Depot
HD
|
$80.3K |
| 2 |
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
|
$27.5K |
| 3 |
Microsoft
MSFT
|
$2.67K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$2.32K |
| 5 |
Walmart
WMT
|
$2.07K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 12.67% |
| 2 | Technology | 2.02% |
| 3 | Healthcare | 1.7% |
| 4 | Financials | 1.42% |
| 5 | Consumer Staples | 0.86% |
