WA

Waddell & Associates Portfolio holdings

AUM $937M
1-Year Est. Return 85.98%
This Quarter Est. Return
1 Year Est. Return
+85.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$744M
AUM Growth
+$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$47.2M
2
+$28.8M
3
+$28.4M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$25.6M
5
IOO icon
iShares Global 100 ETF
IOO
+$20.6M

Top Sells

1
+$39.4M
2
+$24.7M
3
+$23.5M
4
VT icon
Vanguard Total World Stock ETF
VT
+$21.4M
5
AZO icon
AutoZone
AZO
+$11.4M

Sector Composition

1 Industrials 4.28%
2 Technology 2.57%
3 Financials 1.82%
4 Healthcare 1.53%
5 Consumer Staples 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
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