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Home > Institutional Investor > Watermark Asset Management, Inc. > Profile

Instuitional Investor - Watermark Asset Management, Inc.

Fund Profile
Filing Period:
Fund Name: Watermark Asset Management, Inc.
Portfolio Value $241,830,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 162,501 $47,569,000 19.67%
2.
Ishares Trust
 IEF 336,284 $35,485,000 14.67%
3.
Vanguard Ftse Developed Markets Etf
 475,244 $20,564,000 8.5%
4.
Ishares Trust
 IEF 75,760 $15,250,000 6.3%
5.
Schwab Strategic Trust
 FNDF 193,785 $13,641,000 5.64%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)