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Home > Institutional Investor > Endowment Wealth Management, Inc. > Profile

Instuitional Investor - Endowment Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Endowment Wealth Management, Inc.
Portfolio Value $120,208,410
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T
 197,884 $12,308,366 10.23%
2.
Indexiq Etf Trust
 192,284 $5,787,751 4.81%
3.
West Pharmaceutical Services Inc
 WST 14,115 $4,970,308 4.13%
4.
Vanguard Index Fds
 20,505 $4,864,270 4.04%
5.
Ishares Trust
 IEF 32,537 $3,423,862 2.84%
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)