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Home > Institutional Investor > Umb Private Wealth Management, Llc > Profile

Instuitional Investor - Umb Private Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Umb Private Wealth Management, Llc
Portfolio Value $103,316,748
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 18,388 $14,082,654 13.63%
2.
Ea Series Trust
 77,011 $9,117,274 8.82%
3.
Ishares Tr - INTRM GOV CR ETF
 38,668 $3,985,471 3.86%
4.
Ishares Trust
 HYG 35,531 $3,442,243 3.33%
5.
Nvidia Corp
 NVDA 14,366 $3,280,929 3.18%
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.