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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 $256,462,526
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 772,307 $60,456,184 23.57%
2.
Vanguard Tax-Managed Fds
 673,474 $34,232,683 13.35%
3.
Vanguard Scottsdale Funds
 301,313 $27,958,833 10.9%
4.
Vanguard Scottsdale Funds
 284,519 $23,484,198 9.16%
5.
Vanguard Bond Index Funds
 BND 302,242 $23,142,632 9.02%
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)