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
$822M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$2.39M
2 +$1.75M
3 +$1.5M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.35M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.24M

Sector Composition

1 Technology 3.14%
2 Financials 1.96%
3 Healthcare 1.46%
4 Consumer Staples 1.16%
5 Consumer Discretionary 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-7,571
152
-746