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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 $366,018,075
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
John Hancock Exchange Traded
 467,947 $32,592,503 8.9%
2.
Ishares Trust
 IEF 78,226 $31,413,958 8.58%
3.
Spdr S & P 500 Etf Trust
 SPY 49,072 $28,760,152 7.85%
4.
Ishares Trust
 IEF 43,290 $25,483,934 6.96%
5.
Wisdomtree Tr
 306,666 $24,818,484 6.78%
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)