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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 $106,289,009
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 187,294 $18,519,631 17.42%
2.
Vaneck Etf Trust
 947,999 $16,286,623 15.32%
3.
Vanguard World Fund
 27,550 $13,334,200 12.54%
4.
Ishares Trust
 IEF 18,361 $8,769,764 8.25%
5.
Vaneck Etf Trust
 224,900 $6,472,622 6.08%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)