WBG
Wharton Business Group Portfolio holdings
AUM
$2.37B
1-Year Return
15.1%
This Quarter Return
-0.09%
1 Year Return
+15.1%
3 Year Return
+46.55%
5 Year Return
+80.36%
10 Year Return
+131.28%
AUM
$1.51M
AUM Growth
-$1.21B
(-100%)
Cap. Flow
-$42.7M
Cap. Flow
% of AUM
-2,834.55%
Top 10 Holdings %
Top 10 Hldgs %
51.67%
Holding
147
New
10
Increased
24
Reduced
60
Closed
16
Top Buys
| 1 |
WDR
Waddell & Reed Financial, Inc.
WDR
|
$13.5K |
| 2 |
Emerson Electric
EMR
|
$10.3K |
| 3 |
Paychex
PAYX
|
$8.99K |
| 4 |
International Paper
IP
|
$8.77K |
| 5 |
iShares US Healthcare Providers ETF
IHF
|
$5.68K |
Top Sells
| 1 |
iShares Core High Dividend ETF
HDV
|
$18.7M |
| 2 |
Iron Mountain
IRM
|
$9.39M |
| 3 |
AGN
Allergan plc
AGN
|
$5.7M |
| 4 |
iShares JPMorgan EM Local Currency Bond ETF
LEMB
|
$2.96M |
| 5 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
$1.79M |
Sector Composition
| 1 | Technology | 4.98% |
| 2 | Industrials | 4.3% |
| 3 | Energy | 3.05% |
| 4 | Financials | 2.52% |
| 5 | Consumer Discretionary | 2.34% |
