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Home > Institutional Investor > Sanctuary Wealth Management, L.l.c. > Profile

Instuitional Investor - Sanctuary Wealth Management, L.l.c.

Fund Profile
Filing Period:
Fund Name: Sanctuary Wealth Management, L.l.c.
Portfolio Value $103,225,280
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exch Traded Fd Tr Ii
 124,474 $20,978,919 20.32%
2.
Vanguard Index Fds
 67,706 $16,061,332 15.55%
3.
Ishares Trust
 IEF 27,731 $13,245,158 12.83%
4.
Ishares Trust
 IEF 124,689 $8,456,437 8.19%
5.
Vanguard World Fund
 7,822 $3,785,637 3.66%
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)