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WBG

Wharton Business Group Portfolio holdings

AUM $2.65B
1-Year Est. Return 20.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
-$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$10.6M
3
+$6.27M
4
WRK
WestRock Company
WRK
+$4.19M
5
CSCO icon
Cisco
CSCO
+$3.97M

Top Sells

1
+$304M
2
+$18.3M
3
+$14.5M
4
QCOM icon
Qualcomm
QCOM
+$10.1M
5
HEEM icon
iShares Currency Hedged MSCI Emerging Markets
HEEM
+$6.96M

Sector Composition

1 Technology 7.69%
2 Consumer Discretionary 5.58%
3 Industrials 3.56%
4 Materials 3.5%
5 Energy 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-188,370
127
– –
-42,774
128
– –
-418,071
129
– –
-5,475
130
– –
-43,802
131
– –
-5,306
132
– –
-762,355
2 3 4 5
6