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Home > Institutional Investor > My Wealth Management Inc. > Profile

Instuitional Investor - My Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: My Wealth Management Inc.
Portfolio Value $100,140,584
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 144,071 $13,319,457 13.3%
2.
Ishares Trust
 IEF 147,051 $12,842,295 12.82%
3.
Ishares Trust
 IEF 17,982 $10,585,644 10.57%
4.
Spdr Ser Tr
 283,468 $8,223,407 8.21%
5.
Pacer Fds Tr
 141,338 $7,553,103 7.54%
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)