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Home > Institutional Investor > Sendero Wealth Management, Llc > Profile

Instuitional Investor - Sendero Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Sendero Wealth Management, Llc
Portfolio Value $530,498,222
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 531,597 $126,105,500 23.77%
2.
Spdr Index Shs Fds
 707,507 $40,080,275 7.55%
3.
Ishares Trust
 IEF 234,852 $24,713,474 4.65%
4.
Alphabet Inc.
 GOOG 126,701 $17,698,794 3.33%
5.
Amazon Com Inc
 AMZN 115,706 $17,580,370 3.31%
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)