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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 $239,956,279
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Trust
 538,555 $42,738,371 17.81%
2.
Ishares Trust
 VLUE 496,763 $40,605,769 16.92%
3.
Ishares Trust
 IEF 65,860 $37,004,654 15.42%
4.
Pimco Etf Trust
 576,080 $15,179,716 6.33%
5.
Dimensional Etf Trust
 478,518 $13,470,276 5.61%
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)