WBG

Wharton Business Group Portfolio holdings

AUM $2.29B
1-Year Est. Return 15.68%
This Quarter Est. Return
1 Year Est. Return
+15.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$10.2M
3
+$9.51M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.66M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.59M

Top Sells

1
+$14.5M
2
+$9.44M
3
+$7.93M
4
INTC icon
Intel
INTC
+$6.18M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.5M

Sector Composition

1 Technology 8.43%
2 Financials 4.16%
3 Consumer Discretionary 1.17%
4 Communication Services 0.65%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$415K 0.04%
1,272
77
$411K 0.04%
11,802
+2,041
78
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6,598
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79
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80
$377K 0.03%
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81
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2,615
82
$363K 0.03%
6,520
83
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2,198
84
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2,340
-40
85
$343K 0.03%
608
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86
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87
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88
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7,562
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89
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90
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91
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92
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93
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94
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95
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96
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6,710
97
$275K 0.03%
1,626
98
$271K 0.03%
800
99
$269K 0.02%
1,346
100
$267K 0.02%
4,716
1 2 3
4
5