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Home > Institutional Investor > W Advisors, Llc > Profile

Instuitional Investor - W Advisors, Llc

Fund Profile
Filing Period:
Fund Name: W Advisors, Llc
Portfolio Value $174,343,089
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 119,545 $13,161,872 7.55%
2.
Apple Inc.
 AAPL 38,994 $8,000,385 4.59%
3.
Ishares Trust
 IEF 25,941 $7,895,143 4.53%
4.
Microsoft Corp
 MSFT 15,327 $7,623,696 4.37%
5.
Ishares Tr - ESG MSCI LEADR
 68,193 $7,388,712 4.24%
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)