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Home > Institutional Investor > Prw Wealth Management Llc > Profile

Instuitional Investor - Prw Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Prw Wealth Management Llc
Portfolio Value $262,301,122
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 108,116 $45,133,022 17.2%
2.
Vanguard Index Fds
 89,792 $23,889,162 9.1%
3.
Ishares Trust
 IEF 231,496 $15,436,154 5.88%
4.
Invesco Qqq Tr
 38,447 $13,425,692 5.11%
5.
Vanguard Index Fds
 90,629 $12,069,017 4.6%
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)