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Home > Institutional Investor > Blackdiamond Wealth Management Inc. > Profile

Instuitional Investor - Blackdiamond Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: Blackdiamond Wealth Management Inc.
Portfolio Value $136,167,741
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 334,373 $16,825,656 12.35%
2.
Spdr Series Trust
 101,204 $5,864,780 4.3%
3.
Ishares Trust
 IEF 46,685 $5,051,750 3.7%
4.
Microsoft Corp
 MSFT 9,200 $3,731,889 2.74%
5.
Pacer Fds Tr
 101,267 $3,468,410 2.54%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)