Waddell & Associates, LLC
CIK Number: 0001776757
822.06M
Market Value
138
# of Holdings
10 months
Avg. Holding Period
68.57%
Win Rate
18.58%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Spdr S&P Midcap... | 588.79 | +0.78% | 138.77K | +1.74% | 79.05M | 301.29 | 9.62% | |
| 2 | Schwab Strategi... | 30.38 | +0.62% | 1.28M | +2.34% | 76.43M | 32.92 | 9.30% | |
| 3 | Wisdomtree Tr | 81.95 | +0.05% | 899.43K | +2.05% | 74.84M | 58.77 | 9.10% | |
| 4 | Ishares Tr | 100.67 | -0.50% | 679.01K | +1.67% | 67.33M | 72.14 | 8.19% | |
| 5 | Vanguard Intl E... | 113.23 | +0.26% | 488.67K | +4.05% | 61.55M | 114.45 | 7.49% |
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