Instuitional Investor - 49 Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | 49 Wealth Management, Llc |
| Portfolio Value | $1,336,191,151 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | HYG | 1,790,366 | $162,081,795 | 12.13% | |
| 2. | Polen Dividend Income Etf | 4,276,008 | $159,186,377 | 11.91% | |
| 3. | Polen International Dividend Income Etf | 4,045,910 | $135,813,501 | 10.16% | |
| 4. | Spdr Series Trust | 1,409,193 | $107,859,653 | 8.07% | |
| 5. | Rbb Fd Tr Pathfinder Disciplined Us Equity Etf | 4,179,577 | $98,324,550 | 7.36% |