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Home > Institutional Investor > Kwb Wealth > 13F Holdings

Instuitional Investor - Kwb Wealth

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,612,927 $90,162,634 13%
2.
Spdr Series Trust
 1,217,588 $79,216,248 11.42%
3.
Spdr Series Trust
 2,866,931 $73,508,103 10.6%
4.
Spdr Series Trust
 1,444,731 $67,367,792 9.71%
5.
Spdr Index Shs Fds
 1,276,367 $43,409,248 6.26%
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)