WBG
Wharton Business Group Portfolio holdings
AUM
$2.37B
This Quarter Return
-11.28%
1 Year Return
+15.1%
3 Year Return
+46.55%
5 Year Return
+80.36%
10 Year Return
+131.28%
AUM
$1.01B
AUM Growth
+$1.01B
(+67,061%)
Cap. Flow
+$122M
Cap. Flow
% of AUM
12.02%
Top 10 Holdings %
Top 10 Hldgs %
37.89%
Holding
140
New
9
Increased
26
Reduced
54
Closed
14
Top Buys
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$28.6M |
| 2 |
iShares MSCI Pacific ex Japan ETF
EPP
|
$23.3M |
| 3 |
Paychex
PAYX
|
$12.3M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$12.1M |
| 5 |
Emerson Electric
EMR
|
$10.1M |
Sector Composition
| 1 | Technology | 8.53% |
| 2 | Consumer Discretionary | 4.67% |
| 3 | Industrials | 3.99% |
| 4 | Energy | 3.42% |
| 5 | Financials | 3.33% |
