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Home > Institutional Investor > Sanchez Wealth Management Group > Profile

Instuitional Investor - Sanchez Wealth Management Group

Fund Profile
Filing Period:
Fund Name: Sanchez Wealth Management Group
Portfolio Value $274,385,601
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 768,697 $38,619,270 14.07%
2.
Spdr Series Trust
 499,249 $23,279,970 8.48%
3.
John Hancock Exchange Traded
 393,474 $23,140,160 8.43%
4.
Ishares Trust
 IEF 72,970 $22,122,269 8.06%
5.
Ishares Trust
 IEF 40,742 $19,459,543 7.09%
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)