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Home > Institutional Investor > My Wealth Management Inc. > Profile

Instuitional Investor - My Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: My Wealth Management Inc.
Portfolio Value $103,353,201
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 171,721 $15,626,248 15.12%
2.
Ishares Trust
 IEF 142,748 $13,609,056 13.17%
3.
Ishares Trust
 IEF 20,301 $11,407,132 11.04%
4.
Pacer Fds Tr
 174,933 $9,000,295 8.71%
5.
Spdr Ser Tr
 280,822 $8,209,833 7.94%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)