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Home > Institutional Investor > True Private Wealth Advisors > Profile

Instuitional Investor - True Private Wealth Advisors

Fund Profile
Filing Period:
Fund Name: True Private Wealth Advisors
Portfolio Value $1,176,002,837
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 HYG 878,788 $83,476,150 7.1%
2.
Ishares Inc - MSCI EMRG CHN
 497,553 $49,297,641 4.19%
3.
Ishares Tr - CORE MSCI EURO
 548,241 $40,405,397 3.44%
4.
Ishares Inc - MSCI JAPAN ETF
 401,455 $39,125,857 3.33%
5.
Ishares Trust
 IEF 67,762 $38,532,610 3.28%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.