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Home > Institutional Investor > Sanchez Wealth Management Group > Profile

Instuitional Investor - Sanchez Wealth Management Group

Fund Profile
Filing Period:
Fund Name: Sanchez Wealth Management Group
Portfolio Value $414,721,257
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
John Hancock Exchange Traded
 495,107 $36,317,581 8.76%
2.
Ishares Trust
 IEF 81,818 $34,738,281 8.38%
3.
Spdr S & P 500 Etf Trust
 SPY 54,389 $33,603,966 8.1%
4.
Wisdomtree Tr
 330,379 $27,665,933 6.67%
5.
Ishares Tr - MSCI USA MMENTM
 112,547 $27,047,326 6.52%
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)