WBG
Wharton Business Group Portfolio holdings
AUM
$2.37B
This Quarter Return
+6.48%
1 Year Return
+15.1%
3 Year Return
+46.55%
5 Year Return
+80.36%
10 Year Return
+131.28%
AUM
$2.08B
AUM Growth
+$2.08B
(+4.6%)
Cap. Flow
-$14.4M
Cap. Flow
% of AUM
-0.69%
Top 10 Holdings %
Top 10 Hldgs %
56.39%
Holding
135
New
2
Increased
25
Reduced
42
Closed
–
Top Buys
| 1 |
BlackRock Flexible Income ETF
BINC
|
$15.3M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$15.2M |
| 3 |
iShares US Infrastructure ETF
IFRA
|
$11M |
| 4 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$6.66M |
| 5 |
Bank of America
BAC
|
$6.17M |
Top Sells
Sector Composition
| 1 | Financials | 5.71% |
| 2 | Technology | 4.85% |
| 3 | Industrials | 4.78% |
| 4 | Consumer Discretionary | 0.66% |
| 5 | Communication Services | 0.39% |
