Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Personal Wealth Partners > Profile

Instuitional Investor - Personal Wealth Partners

Fund Profile
Filing Period:
Fund Name: Personal Wealth Partners
Portfolio Value $0
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Walmart Inc.
 WMT 0 $0 0%
2.
Vanguard World Fund
 0 $0 0%
3.
Vanguard Whitehall Funds
 0 $0 0%
4.
Vanguard Tax-Managed Intl Fd
 0 $0 0%
5.
Vanguard Mun Bd Fds
 0 $0 0%
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
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)