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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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21
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WHARTON BUSINESS GROUP LLC

Time Period2019-03-31

Total Holdings100

Total Value ($x1000)966,175
Activities
New5

Increased23

Unchanged38

Decreased34

Sold Out2

Top 10 Stock Holdingstotal 55.28%
IEMG11

QUAL8.9

KBWB6.6

IVV5.65

XLK5.59

 
IEFA5.04

HDV3.47

AAPL3.22

VWO2.96

EEMA2.85

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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IEMG
11%
CORE MSCI EMKT
QUAL
8.9%
MSCI USA QLT FAC
KBWB
6.6%
KBW BK
IVV
5.65%
CORE S&P500 ETF
XLK
5.59%
TECHNOLOGY
IEFA
5.04%
CORE MSCI EAFE
HDV
3.47%
HIGH DIVIDND ETF
AAPL
3.22%
COM
VWO
2.96%
FTSE EMR MKT ETF
EEMA
2.85%
MSCI EM ASIA ETF
VLUE
2.83%
MSCI USAVALFCT
XLE
2.62%
SBI INT-ENERGY
VEU
2.6%
ALLWRLD EX US
XLV
2.48%
SBI HEALTHCARE
HEEM
2.43%
CUR HD MSCI EM
HEFA
2.29%
HDG MSCI EAFE
IWY
2.17%
RUS TP200 GR ETF
PWV
2.08%
DYNMC LRG VALU
IHF
1.79%
US HLTHCR PR ETF
CSCO
1.55%
COM
KBE
1.49%
S&P BK ETF
PFF
1.48%
U.S. PFD STK ETF
INTC
1.46%
COM
PRF
1.34%
FTSE RAFI 1000
EWH
1.33%
MSCI HONG KG ETF
MCHI
1.15%
CHINA ETF
IHI
1.02%
U.S. MED DVC ETF
PWB
1.01%
DYNMC LRG GWTH
SON
0.99%
COM
JPM
0.91%
COM
OEF
0.81%
S&P 100 ETF
GS
0.66%
COM
EPP
0.53%
MSCI PAC JP ETF
AMLP
0.53%
ALERIAN MLP
MSFT
0.47%
COM
GOOGL
0.46%
CAP STK CL A
XPH
0.45%
S&P PHARMAC
VYM
0.41%
HIGH DIV YLD
EWS
0.4%
MSCI SINGPOR ETF
EMB
0.39%
JP MOR EM MK ETF
BBRC
0.38%
BEYOND BRICS ETF
CHIQ
0.37%
CHINA CONS ETF
FXI
0.3%
CHINA LG-CAP ETF
EMCG
0.27%
E MKTS CNSMR GR
VHT
0.17%
HEALTH CAR ETF
XOM
0.15%
COM
VIG
0.15%
DIV APP ETF
GOOG
0.15%
CAP STK CL C
XLF
0.14%
SBI INT-FINL
SPY
0.13%
TR UNIT
XLI
0.12%
SBI INT-INDS
CVX
0.12%
COM
VBR
0.11%
SM CP VAL ETF
PSCT
0.1%
S&P SMLCP INFO
BDJ
0.09%
COM
COP
0.09%
COM
MPB
0.08%
COM
LMT
0.08%
COM
JNJ
0.08%
COM
STBA
0.07%
COM
PBE
0.06%
DYNMC BIOTECH
BK
0.06%
COM
ECON
0.06%
EMRG MARKETS ETF
JKE
0.06%
MRNGSTR LG-CP GR
ORCL
0.05%
COM
PG
0.05%
COM
EFG
0.05%
EAFE GRWTH ETF
DGRW
0.05%
US DIVD GRT FD
DWDP
0.05%
COM
PEP
0.05%
COM
BAC
0.05%
COM
EEM
0.05%
MSCI EMG MKT ETF
PFE
0.05%
COM
MMM
0.04%
COM
DHR
0.04%
COM
MCD
0.04%
COM
IDV
0.04%
INTL SEL DIV ETF
AMZN
0.04%
COM
NFLX
0.04%
COM
PNC
0.03%
COM
CAT
0.03%
COM
VUG
0.03%
GROWTH ETF
EZY
0.03%
LRGECP VALUE FD
DIS
0.03%
COM DISNEY
JETS
0.03%
US GLB JETS
FCF
0.03%
COM
PXLG
0.03%
RUSSEL 200 GWT
SHY
0.03%
1-3 YR TR BD ETF
UNH
0.03%
COM
MS
0.03%
COM NEW
VDE
0.03%
ENERGY ETF
IBM
0.02%
COM
RIVE
0.02%
COM
QQQ
0.02%
UNIT SER 1
IBB
0.02%
NASDQ BIOTEC ETF
GM
0.02%
COM
CINF
0.02%
COM
VTV
0.02%
VALUE ETF
NNVC
0.01%
COM NEW
ISSC
0.01%
COM
USMV
0.35%
USA MIN VOL ETF
BLK
0.02%
COM