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Home > Institutional Investor > Sar Wealth Management Group, Llc > Profile

Instuitional Investor - Sar Wealth Management Group, Llc

Fund Profile
Filing Period:
Fund Name: Sar Wealth Management Group, Llc
Portfolio Value $99,071,045
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchange-Traded Fd
 514,023 $26,497,907 26.74%
2.
Spdr Series Trust
 98,147 $12,265,383 12.38%
3.
Vanguard Index Fds
 45,309 $10,748,166 10.84%
4.
Ishares Trust
 IEF 69,580 $7,321,897 7.39%
5.
Ishares Trust
 IEF 45,543 $5,338,528 5.38%
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
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Returns since its inception in May 2014 (through Feb 16th, 2024)