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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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Value
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Small
Growth
20
0
3
0
0
0
11
0
0
WHARTON BUSINESS GROUP LLC

Time Period2018-12-31

Total Holdings97

Total Value ($x1000)848,521
Activities
New3

Increased22

Unchanged48

Decreased24

Sold Out7

Top 10 Stock Holdingstotal 54.65%
IEMG11.34

QUAL7.08

KBWB6.72

IVV5.69

IEFA5.46

 
XLK5.12

HDV4.42

VWO3.01

EEMA2.98

AAPL2.83

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IEMG
11.34%
CORE MSCI EMKT
QUAL
7.08%
MSCI USA QLT FAC
KBWB
6.72%
KBW BK
IVV
5.69%
CORE S&P500 ETF
IEFA
5.46%
CORE MSCI EAFE
XLK
5.12%
TECHNOLOGY
HDV
4.42%
HIGH DIVIDND ETF
VWO
3.01%
FTSE EMR MKT ETF
EEMA
2.98%
MSCI EM ASIA ETF
AAPL
2.83%
COM
VEU
2.76%
ALLWRLD EX US
XLV
2.64%
SBI HEALTHCARE
XLE
2.63%
SBI INT-ENERGY
HEEM
2.5%
CUR HD MSCI EM
HEFA
2.33%
HDG MSCI EAFE
VLUE
2.23%
MSCI USAVALFCT
PWV
2.18%
DYNMC LRG VALU
IHF
1.96%
US HLTHCR PR ETF
IWY
1.94%
RUS TP200 GR ETF
PRF
1.56%
FTSE RAFI 1000
PFF
1.53%
U.S. PFD STK ETF
KBE
1.53%
S&P BK ETF
INTC
1.45%
COM
CSCO
1.42%
COM
EWH
1.3%
MSCI HONG KG ETF
MCHI
1.11%
CHINA ETF
PWB
1.01%
DYNMC LRG GWTH
JPM
1%
COM
IHI
0.99%
U.S. MED DVC ETF
SON
0.98%
COM
OEF
0.87%
S&P 100 ETF
GS
0.66%
COM
EPP
0.53%
MSCI PAC JP ETF
AMLP
0.52%
ALERIAN MLP
MSFT
0.47%
COM
GOOGL
0.47%
CAP STK CL A
BBRC
0.46%
BEYOND BRICS ETF
XPH
0.44%
S&P PHARMAC
EMB
0.43%
JP MOR EM MK ETF
EWS
0.43%
MSCI SINGPOR ETF
VYM
0.41%
HIGH DIV YLD
USMV
0.35%
USA MIN VOL ETF
CHIQ
0.34%
CHINA CONS ETF
FXI
0.31%
CHINA LG-CAP ETF
EMCG
0.29%
E MKTS CNSMR GR
VHT
0.18%
HEALTH CAR ETF
VIG
0.15%
DIV APP ETF
VBR
0.15%
SM CP VAL ETF
GOOG
0.15%
CAP STK CL C
XOM
0.15%
COM
XLF
0.14%
SBI INT-FINL
SPY
0.13%
TR UNIT
XLI
0.12%
SBI INT-INDS
CVX
0.12%
COM
COP
0.1%
COM
BDJ
0.1%
COM
PSCT
0.09%
S&P SMLCP INFO
STBA
0.08%
COM
JNJ
0.08%
COM
MPB
0.08%
COM
LMT
0.08%
COM
DWDP
0.06%
COM
BK
0.06%
COM
ECON
0.06%
EMRG MARKETS ETF
PBE
0.06%
DYNMC BIOTECH
EFG
0.06%
EAFE GRWTH ETF
JKE
0.06%
MRNGSTR LG-CP GR
PG
0.05%
COM
PFE
0.05%
COM
ORCL
0.05%
COM
EEM
0.05%
MSCI EMG MKT ETF
PEP
0.05%
COM
DGRW
0.05%
US DIVD GRT FD
VDE
0.05%
ENERGY ETF
MMM
0.04%
COM
MCD
0.04%
COM
BAC
0.04%
COM
IDV
0.04%
INTL SEL DIV ETF
AMZN
0.04%
COM
DHR
0.04%
COM
PNC
0.04%
COM
CAT
0.04%
COM
NFLX
0.03%
COM
GM
0.03%
COM
DIS
0.03%
COM DISNEY
UNH
0.03%
COM
SHY
0.03%
1-3 YR TR BD ETF
JETS
0.03%
US GLB JETS
FCF
0.03%
COM
EZY
0.03%
LRGECP VALUE FD
VUG
0.03%
GROWTH ETF
MS
0.03%
COM NEW
RIVE
0.03%
COM
PXLG
0.03%
RUSSEL 200 GWT
BLK
0.02%
COM
NNVC
0.01%
COM NEW
ISSC
0.01%
COM
PGF
0.69%
FINL PFD ETF
IBM
0.03%
COM
IBB
0.02%
NASDQ BIOTEC ETF
QQQ
0.02%
UNIT SER 1
EFA
0.02%
MSCI EAFE ETF
VTV
0.02%
VALUE ETF
SNMX
0.01%
COM