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Home > Institutional Investor > Windward Private Wealth Management Inc. > Profile

Instuitional Investor - Windward Private Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: Windward Private Wealth Management Inc.
Portfolio Value $277,316,641
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 791,535 $62,293,796 22.46%
2.
Vanguard Tax-Managed Fds
 645,339 $36,790,776 13.27%
3.
Vanguard Scottsdale Funds
 318,222 $34,749,842 12.53%
4.
Vanguard Scottsdale Funds
 300,799 $25,631,083 9.24%
5.
Vanguard Bond Index Funds
 BND 312,463 $24,165,850 8.71%
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)