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Home > Institutional Investor > Personal Wealth Partners > Profile

Instuitional Investor - Personal Wealth Partners

Fund Profile
Filing Period:
Fund Name: Personal Wealth Partners
Portfolio Value $0
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Walmart Inc.
 WMT 0 $0 0%
2.
Vanguard World Fund
 0 $0 0%
3.
Vanguard Whitehall Funds
 0 $0 0%
4.
Vanguard Tax-Managed Intl Fd
 0 $0 0%
5.
Vanguard Mun Bd Fds
 0 $0 0%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)