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Home > Institutional Investor > Schrum Private Wealth Management Llc > Profile

Instuitional Investor - Schrum Private Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Schrum Private Wealth Management Llc
Portfolio Value $70,479,429
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 17,685 $8,405,518 11.92%
2.
Microsoft Corp
 MSFT 14,478 $5,444,349 7.72%
3.
First Trust Exchange-Traded Alphadex Fund
 20,522 $2,628,252 3.72%
4.
Invesco Exchange Traded Fd T
 15,574 $2,457,886 3.48%
5.
Apple Inc.
 AAPL 10,794 $2,077,950 2.94%
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)