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Home > Institutional Investor > Wealth Management Resources, Inc. > Profile

Instuitional Investor - Wealth Management Resources, Inc.

Fund Profile
Filing Period:
Fund Name: Wealth Management Resources, Inc.
Portfolio Value $212,736,369
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 276,601 $21,057,665 9.89%
2.
Ishares Trust
 IEF 183,523 $17,689,815 8.31%
3.
Fidelity Merrimack Str Tr
 315,693 $14,534,528 6.83%
4.
Spdr Series Trust
 219,397 $14,273,993 6.7%
5.
Ishares Tr
 182,692 $14,255,461 6.7%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)