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Home > Institutional Investor > Walser Wealth Management Company, A Ltd Liability Co > Profile

Instuitional Investor - Walser Wealth Management Company, A Ltd Liability Co

Fund Profile
Filing Period:
Fund Name: Walser Wealth Management Company, A Ltd Liability Co
Portfolio Value $222,614,429
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Gold Trust
 GLD 104,158 $44,818,189 20.13%
2.
Ishares Trust
 SLV 407,531 $27,769,192 12.47%
3.
Ishares Tr
 117,227 $11,800,118 5.3%
4.
Global X Fds - GLOBAL X URANIUM
 115,234 $5,580,767 2.51%
5.
Invesco Actvely Mngd Etc Fd
 141,880 $5,174,364 2.32%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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