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Home > Institutional Investor > Wealth Group Ltd > Profile

Instuitional Investor - Wealth Group Ltd

Fund Profile
Filing Period:
Fund Name: Wealth Group Ltd
Portfolio Value $302,707,144
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 181,480 $90,084,857 29.75%
2.
Ishares
 156,790 $24,220,954 8%
3.
Ishares
 501,321 $22,870,253 7.55%
4.
Pacer
 402,782 $20,864,101 6.89%
5.
Vanguard
 44,931 $20,400,022 6.73%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)