StockDriftsStockDriftsTop 50 Wharton Business Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | 8.71% | 1.20M | $230.5M | -0.04%(-464) | $78.81(+177.14%) | 2026-03-31 | |
| VLUE | ISHARES TR | 6.2% | 1.15M | $164.0M | -3.57%(-42.68K) | $91.46(+110.98%) | 2026-03-31 | |
| EFAV | ISHARES TR | 5.92% | 1.71M | $156.6M | -2.71%(-47.66K) | $70.90(+25.55%) | 2026-03-31 | |
| EEMV | ISHARES INC | 5.74% | 2.35M | $151.9M | +2.53%(+58.03K) | $48.53(+51.59%) | 2026-03-31 | |
| KBWB | INVESCO EXCH TRADED FD TR II | 5.46% | 1.83M | $144.6M | +0.12%(+2.25K) | $46.91(+101.33%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 5.09% | 2.59M | $134.6M | +11.78%(+273.19K) | $52.18(-0.10%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 4.97% | 889.4K | $131.7M | -0.34%(-3.03K) | $102.70(+55.29%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.12% | 429.5K | $109.0M | -0.33%(-1.44K) | $50.86(+506.80%) | 2026-03-31 | |
| IFRA | ISHARES TR | 3.72% | 1.72M | $98.6M | +0.47%(+8.12K) | $40.47(+53.76%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.24% | 1.23M | $85.7M | -1.35%(-16.80K) | $51.29(+55.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.48% | +46.15% |
| Top 20 Holdings Unweighted | +14.78% | +51.24% |
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