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Home > Institutional Investor > Ws Portfolio Advisory, Llc > Profile

Instuitional Investor - Ws Portfolio Advisory, Llc

Fund Profile
Filing Period:
Fund Name: Ws Portfolio Advisory, Llc
Portfolio Value $540,167,440
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 86,443 $32,506,026 6.01%
2.
Meta Platforms Inc.
 META 69,956 $24,761,626 4.58%
3.
Atkore Inc.
 ATKR 152,016 $24,322,560 4.5%
4.
Crh Plc
 349,781 $24,190,854 4.47%
5.
Willscot Mobile Mini Holdings Corp.
 WSC 520,254 $23,151,303 4.28%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)