Wharton Business Group, LLC
CIK Number: 0001513126
2.22B
Market Value
135
# of Holdings
24 months
Avg. Holding Period
34.48%
Win Rate
14.97%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | QUAL | iShares MSCI US... | 161.47 | +0.29% | 1.25M | -1.02% | 223.4M | 87.33 | 10.08% |
| 2 | VLUE | iShares MSCI US... | 98.67 | +0.59% | 1.3M | +0.41% | 136.84M | 90.85 | 6.18% |
| 3 | EEMV | iShares MSCI Em... | 57.82 | +0.29% | 2.26M | +24.80% | 131.12M | 57.06 | 5.92% |
| 4 | EFAV | iShares MSCI EA... | 80.11 | +0.60% | 1.67M | +35.70% | 117.95M | 68.46 | 5.32% |
| 5 | KBWB | Invesco KBW Ban... | 56.77 | +1.02% | 1.8M | -9.44% | 117.63M | 50.33 | 5.31% |
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