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Home > Institutional Investor > W Advisors, Llc > Profile

Instuitional Investor - W Advisors, Llc

Fund Profile
Filing Period:
Fund Name: W Advisors, Llc
Portfolio Value $161,651,588
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 124,243 $12,614,359 7.8%
2.
Apple Inc.
 AAPL 38,495 $9,639,926 5.96%
3.
Ishares Trust
 IEF 12,964 $7,631,648 4.72%
4.
Merck & Co. Inc.
 MRK 75,853 $7,545,868 4.66%
5.
Ishares Tr
 70,263 $7,239,900 4.47%
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)