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Home > Institutional Investor > Kw Wealth Management Llc > Profile

Instuitional Investor - Kw Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Kw Wealth Management Llc
Portfolio Value $0
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - FLTG RATE NT ETF
 0 $0 0%
2.
Apple Inc.
 AAPL 0 $0 0%
3.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 0 $0 0%
4.
Microsoft Corp
 MSFT 0 $0 0%
5.
Rbb Fd Inc
 0 $0 0%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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