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Home > Institutional Investor > Element Wealth, Llc > Profile

Instuitional Investor - Element Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Element Wealth, Llc
Portfolio Value $159,702,321
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 37,573 $17,946,139 11.23%
2.
Ishares Tr
 204,838 $10,338,176 6.47%
3.
Amplify Etf Tr
 213,128 $7,789,837 4.87%
4.
Schwab Strategic Trust
 FNDF 126,377 $7,127,648 4.46%
5.
Spdr S & P 500 Etf Trust
 SPY 12,864 $6,114,583 3.82%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)