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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 $151,158,180
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 33,690 $19,832,629 13.12%
2.
Vanguard Index Fds
 53,620 $15,539,641 10.28%
3.
Invesco Exch Traded Fd Tr Ii
 57,857 $12,176,078 8.05%
4.
Vanguard Scottsdale Funds
 105,322 $10,879,763 7.19%
5.
Vanguard Bond Index Funds
 BND 141,850 $10,200,423 6.74%
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)