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Home > Institutional Investor > Nvwm, Llc > Profile

Instuitional Investor - Nvwm, Llc

Fund Profile
Filing Period:
Fund Name: Nvwm, Llc
Portfolio Value $376,500,200
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 68,421 $15,198,473 4.04%
2.
Microsoft Corp
 MSFT 38,772 $14,554,592 3.87%
3.
Amazon Com Inc
 AMZN 64,879 $12,343,879 3.28%
4.
Ishares Trust
 IEF 116,901 $11,148,870 2.96%
5.
Alphabet Inc.
 GOOGL 61,419 $9,497,908 2.52%
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)