WBG
Wharton Business Group Portfolio holdings
AUM
$2.37B
This Quarter Return
-0.24%
1 Year Return
+15.1%
3 Year Return
+46.55%
5 Year Return
+80.36%
10 Year Return
+131.28%
AUM
$2.22B
AUM Growth
+$2.22B
(-0.5%)
Cap. Flow
+$1M
Cap. Flow
% of AUM
0.05%
Top 10 Holdings %
Top 10 Hldgs %
52.87%
Holding
145
New
4
Increased
18
Reduced
56
Closed
9
Top Buys
Top Sells
| 1 |
iShares Semiconductor ETF
SOXX
|
$15.7M |
| 2 |
iShares MSCI India ETF
INDA
|
$14.1M |
| 3 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$13.9M |
| 4 |
Invesco KBW Bank ETF
KBWB
|
$12.3M |
| 5 |
SW
Smurfit Westrock plc
SW
|
$3.26M |
Sector Composition
| 1 | Financials | 7.16% |
| 2 | Technology | 6.03% |
| 3 | Industrials | 3.92% |
| 4 | Consumer Discretionary | 0.56% |
| 5 | Communication Services | 0.4% |
