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Home > Institutional Investor > Element Wealth, Llc > Profile

Instuitional Investor - Element Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Element Wealth, Llc
Portfolio Value $191,277,902
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 31,136 $18,329,168 9.58%
2.
Amplify Etf Tr
 226,612 $9,173,261 4.79%
3.
Ishares Tr
 177,810 $8,974,063 4.69%
4.
Ishares Trust
 IEF 64,707 $8,322,555 4.35%
5.
Schwab Strategic Trust
 FNDF 354,461 $8,216,402 4.29%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)