WBG

Wharton Business Group Portfolio holdings

AUM $2.63B
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
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

Top Buys

1 +$200M
2 +$11.8M
3 +$2.51M
4
CNYA icon
iShares MSCI China A ETF
CNYA
+$2.48M
5
ARTY
iShares Future AI & Tech ETF
ARTY
+$1.78M

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