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Home > Institutional Investor > Wms Partners, Llc > Profile

Instuitional Investor - Wms Partners, Llc

Fund Profile
Filing Period:
Fund Name: Wms Partners, Llc
Portfolio Value $0
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
American Centy Etf Tr - INTL EQT ETF
 0 $0 0%
2.
Vanguard Index Fds
 0 $0 0%
3.
Goldman Sachs Etf Tr
 0 $0 0%
4.
Price T Rowe Group Inc
 TROW 0 $0 0%
5.
Goldman Sachs Etf Tr
 0 $0 0%
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)