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Home > Institutional Investor > Maxwell Wealth Strategies Inc. > Profile

Instuitional Investor - Maxwell Wealth Strategies Inc.

Fund Profile
Filing Period:
Fund Name: Maxwell Wealth Strategies Inc.
Portfolio Value $153,011,369
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 38,554 $18,414,547 12.03%
2.
Microsoft Corp
 MSFT 18,510 $6,960,621 4.54%
3.
Apple Inc.
 AAPL 28,579 $5,502,334 3.59%
4.
Ishares Tr
 32,793 $4,825,162 3.15%
5.
First Tr Exchange-Traded Fd
 54,058 $4,326,837 2.82%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)