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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 $253,119,266
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 417,893 $23,264,082 9.19%
2.
Neos Etf Trust
 240,449 $12,004,392 4.74%
3.
Wisdomtree Tr
 202,189 $10,157,995 4.01%
4.
Abrdn Gold Etf Trust
 441,515 $8,715,509 3.44%
5.
Ishares Trust
 IEF 106,172 $8,710,389 3.44%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)