Portfolio (Quarterly)
Guide ↗
Wealth Group Ltd
· CIK 0002010748| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | INTU | Intuit | Technology | 549 | $237K | 0.05% | SOLD |
| 2 | MGC | Vanguard | — | 929 | $219K | 0.05% | SOLD |
| 3 | MCD | MCDONALDS CORPORATION | Consumer Cyclical | 653 | $203K | 0.05% | SOLD |
| 4 | — | NEW HOPE CORPORATION LIMITED SHS | — | 15,000 | $61K | 0.01% | SOLD |
| 5 | — | METAPLANET INCORPORATED SHS | — | 13,055 | $24K | 0.01% | SOLD |
| 6 | — | METALS X LIMITED SHS NEW | — | 26,160 | $23K | 0.01% | SOLD |
Sector Allocation
Financial Services
69.8%
Technology
17.3%
Industrials
4.8%
Consumer Cyclical
2.2%
Healthcare
2.1%
Consumer Defensive
1.8%
Communication Services
1.3%
Basic Materials
0.4%
Utilities
0.4%