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Home > Institutional Investor > Wagner Bowman Management Corp > Profile

Instuitional Investor - Wagner Bowman Management Corp

Fund Profile
Filing Period:
Fund Name: Wagner Bowman Management Corp
Portfolio Value $1,173,287,702
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 198,845 $60,435,076 5.15%
2.
Vanguard World Fund
 90,146 $59,792,049 5.1%
3.
Schwab Strategic Trust
 FNDF 2,025,879 $48,276,697 4.11%
4.
Spdr Series Trust
 592,919 $43,099,250 3.67%
5.
Sector Spdr Trust
 XLB 129,097 $32,691,328 2.79%
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)