WBG

Wharton Business Group Portfolio holdings

AUM $2.37B
1-Year Est. Return 15.1%
This Quarter Est. Return
1 Year Est. Return
+15.1%
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 +$17M
2 +$9.82M
3 +$5.93M
4
CSCO icon
Cisco
CSCO
+$3.91M
5
WRK
WestRock Company
WRK
+$3.79M

Top Sells

1 +$290M
2 +$18.3M
3 +$14.5M
4
QCOM icon
Qualcomm
QCOM
+$10.1M
5
HEEM icon
iShares Currency Hedged MSCI Emerging Markets
HEEM
+$6.47M

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
-24,210
127
-5,475
128
-43,802
129
-5,306
130
-762,355
131
-188,370
132
-42,774
133
-418,071