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Home > Institutional Investor > Lwmg, Llc > Profile

Instuitional Investor - Lwmg, Llc

Fund Profile
Filing Period:
Fund Name: Lwmg, Llc
Portfolio Value $407,376,071
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 1,010,357 $54,377,410 13.34%
2.
Vanguard Tax-Managed Fds
 1,071,178 $51,309,412 12.59%
3.
Ishares Trust
 IEF 132,281 $40,103,696 9.84%
4.
Ishares Trust
 IEF 64,915 $31,005,153 7.61%
5.
Invesco Qqq Tr
 69,467 $28,448,063 6.98%
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)