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Home > Institutional Investor > Strategic Wealth Management Inc V > Profile

Instuitional Investor - Strategic Wealth Management Inc V

Fund Profile
Filing Period:
Fund Name: Strategic Wealth Management Inc V
Portfolio Value $202,303,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 457,418 $23,260,000 11.49%
2.
Sector Spdr Trust
 XLB 57,043 $11,662,000 5.76%
3.
Fs Kkr Capital Corp
 FSK 310,430 $6,500,000 3.21%
4.
First Trust Exchange-Traded Alphadex Fund
 89,927 $5,567,000 2.75%
5.
First Tr Exchange-Traded Fd
 24,335 $5,503,000 2.72%
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)