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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 $539,988,020
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 153,570 $118,725,081 21.99%
2.
Jp Morgan
 641,322 $89,150,114 16.51%
3.
Ishares Trust
 HYG 213,386 $47,900,898 8.87%
4.
Invesco
 48,725 $36,523,236 6.76%
5.
Vanguard World Fund
 VGT 264,455 $33,934,909 6.28%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.