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Home > Institutional Investor > Wealthtrust Fairport, Llc > Profile

Instuitional Investor - Wealthtrust Fairport, Llc

Fund Profile
Filing Period:
Fund Name: Wealthtrust Fairport, Llc
Portfolio Value $1,058,816,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Intl Equity Index Funds
 VWO 1,197,117 $64,177,000 6.06%
2.
Schwab Strategic Trust
 FNDF 2,406,406 $62,591,000 5.91%
3.
Indexiq Etf Trust
 2,017,247 $60,659,000 5.72%
4.
Vanguard Intl Equity Index Funds
 VWO 688,595 $45,351,000 4.28%
5.
Spdr S & P Midcap 400 Etf Trust
 MDY 128,258 $44,300,000 4.18%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)