Waddell & Associates, LLC
CIK Number: 0001776757
980.99M
Market Value
143
# of Holdings
10 months
Avg. Holding Period
37.66%
Win Rate
20.27%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Red Cat Holding... | 5.39 | -0.46% | 12.42M | +100.00% | 159.64M | 12.85 | 16.27% | |
| 2 | SPDR S&P MIDCAP... | 551.13 | +1.24% | 140.26K | +1.08% | 79.89M | 304.14 | 8.14% | |
| 3 | Schwab Fundamen... | 28.32 | +0.98% | 2.6M | +102.33% | 77.1M | 18.67 | 7.86% | |
| 4 | WisdomTree U.S.... | 81.84 | +0.88% | 916.72K | +1.92% | 74.19M | 59.18 | 7.56% | |
| 5 | iShares Global ... | 101.21 | +1.63% | 680.71K | +0.25% | 68.59M | 72.21 | 6.99% |
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