Instuitional Investor - Bennett Associates Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Bennett Associates Wealth Management |
| Portfolio Value | $161,679,030 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard World Fd | 217,296 | $19,102,492 | 11.82% | |
| 2. | HYG | 190,048 | $18,354,836 | 11.35% | |
| 3. | IGLD | 181,797 | $17,074,374 | 10.56% | |
| 4. | Ishares Inc - MSCI EMRG CHN | 153,478 | $15,700,800 | 9.71% | |
| 5. | First Tr Exchange Traded Fd - SMID RISNG ETF | 354,958 | $15,312,889 | 9.47% |
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