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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 $134,952,157
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Merck & Co. Inc.
 MRK 79,259 $8,640,798 6.4%
2.
Ishares Trust
 IEF 113,350 $8,512,554 6.3%
3.
Apple Inc.
 AAPL 37,771 $7,272,028 5.38%
4.
Ishares Tr
 76,108 $6,421,993 4.75%
5.
Ishares Trust
 IEF 27,884 $6,229,007 4.61%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)