Instuitional Investor - Wealth Group Ltd
Fund Profile
Filing Period:
| Fund Name: | Wealth Group Ltd |
| Portfolio Value | $432,126,915 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 171,964 | $115,095,445 | 26.63% | |
| 2. | Jp Morgan | 377,826 | $45,588,525 | 10.55% | |
| 3. | Ishares - MSCI USA QLT FCT | 196,940 | $38,304,763 | 8.86% | |
| 4. | Vanguard World Fund | 35,567 | $26,554,984 | 6.15% | |
| 5. | Vanguard - S&P 500 ETF SHS | 40,524 | $24,816,359 | 5.74% |
Hedge Fund Resource Center 
