Instuitional Investor - Smith Partners Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Smith Partners Wealth Management, Llc |
| Portfolio Value | $125,782,587 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 153,091 | $13,187,267 | 10.48% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 18,702 | $12,844,420 | 10.21% | |
| 3. | HYG | 118,994 | $11,492,420 | 9.14% | |
| 4. | MINT | 159,128 | $8,370,133 | 6.65% | |
| 5. | Vanguard Index Fds - MID CAP ETF | 101,775 | $8,199,986 | 6.52% |
Hedge Fund Resource Center 
