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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 $527,914,148
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Watford Holdings Ltd.
 WTREP 663,444 $58,031,152 10.99%
2.
Ishares Trust
 IEF 144,187 $56,584,528 10.72%
3.
Ishares Trust
 IEF 439,777 $44,887,760 8.5%
4.
Pimco Etf Trust
 MINT 1,510,601 $36,516,111 6.92%
5.
Ishares Flexible Income Active Etf - ETF
 496,330 $25,208,601 4.78%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.