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Home > Institutional Investor > Wt Wealth Management > Profile

Instuitional Investor - Wt Wealth Management

Fund Profile
Filing Period:
Fund Name: Wt Wealth Management
Portfolio Value $307,826,907
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,280,212 $27,562,958 8.95%
2.
Etfs Gold Tr
 439,571 $13,108,020 4.26%
3.
Janus Detroit Str Tr
 257,127 $13,038,920 4.24%
4.
Janus Detroit Str Tr - B-BBB CLO ETF
 241,605 $11,758,919 3.82%
5.
Schwab Strategic Trust
 FNDF 457,302 $11,130,735 3.62%
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)