Instuitional Investor - Wealth Group Ltd
Fund Profile
Filing Period:
Fund Name: | Wealth Group Ltd |
Portfolio Value | $345,901,742 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | IEF | 194,825 | $114,689,313 | 33.15% | |
2. | Ishares | 171,633 | $30,564,363 | 8.83% | |
3. | Pacer | 470,776 | $26,589,432 | 7.68% | |
4. | Vanguard | 44,839 | $24,159,776 | 6.98% | |
5. | Vanguard World Fund | 38,374 | $23,861,215 | 6.89% |