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
$986M
AUM Growth
-$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Sector Composition

1 Financials 5.33%
2 Technology 1.1%
3 Communication Services 0.82%
4 Industrials 0.11%
5 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,923
127
-1,058