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Home > Institutional Investor > Waterway Wealth Management, Llc > Profile

Instuitional Investor - Waterway Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Waterway Wealth Management, Llc
Portfolio Value $330,554,237
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 80,782 $50,151,504 15.17%
2.
Wisdomtree Trust
 600,370 $49,310,379 14.92%
3.
Ishares Short-Term National Muni Bond Etf - ETF
 230,019 $24,460,233 7.4%
4.
Ishares Trust
 VLUE 256,256 $22,906,430 6.93%
5.
Ishares Trust
 IEF 53,563 $22,741,622 6.88%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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