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Home > Institutional Investor > Private Wealth Advisors, Llc > Profile

Instuitional Investor - Private Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Private Wealth Advisors, Llc
Portfolio Value $256,403,760
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Gold Trust
 GLD 103,243 $19,736,963 7.69%
2.
Spdr Gold TrustPUT
 GLD 100,300 $19,174,351 7.47%
3.
Vanguard Intl Equity Index Funds
 VWO 206,639 $14,884,180 5.8%
4.
Sector Spdr Trust
 XLB 85,834 $11,706,029 4.56%
5.
Sector Spdr Trust
 XLB 154,094 $11,099,356 4.32%
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)