Wharton Business Group, LLC
CIK Number: 0001513126
2.23B
Market Value
136
# of Holdings
22 months
Avg. Holding Period
72.03%
Win Rate
29.90%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | Ishares Tr | 183.99 | -0.41% | 1.27M | +0.33% | 227.26M | 87.33 | 10.21% | |
2 | Ishares Tr | 109.80 | -0.28% | 1.29M | +15.62% | 140.71M | 90.79 | 6.32% | |
3 | Invesco Exch Tr... | 67.75 | -0.51% | 1.99M | +27.43% | 116.49M | 50.33 | 5.23% | |
4 | Vanguard Whiteh... | 131.82 | +0.86% | 894.80K | +19.85% | 114.71M | 110.57 | 5.15% | |
5 | Ishares Inc | 60.43 | -0.07% | 1.81M | -8.81% | 113.60M | 56.83 | 5.10% |
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