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Home > Institutional Investor > Wela Strategies, Llc > Profile

Instuitional Investor - Wela Strategies, Llc

Fund Profile
Filing Period:
Fund Name: Wela Strategies, Llc
Portfolio Value $236,896,011
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 101,834 $57,220,604 24.15%
2.
Spdr Series Trust
 995,344 $28,446,937 12.01%
3.
Ishares Trust
 IEF 219,642 $23,872,843 10.08%
4.
Ishares Tr - CORE MSCI EAFE
 298,800 $22,604,240 9.54%
5.
Vanguard Bond Index Funds
 BND 174,146 $12,791,014 5.4%
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)