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Home > Institutional Investor > Endowment Wealth Management, Inc. > Profile

Instuitional Investor - Endowment Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Endowment Wealth Management, Inc.
Portfolio Value $148,857,925
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T
 198,984 $13,286,215 8.92%
2.
Vanguard Index Fds
 25,503 $7,391,121 4.96%
3.
Ishares Trust
 IEF 53,741 $6,912,204 4.64%
4.
Indexiq Etf Trust
 212,297 $6,668,245 4.47%
5.
West Pharmaceutical Services Inc
 WST 14,150 $4,634,835 3.11%
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)