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Home > Institutional Investor > Wagner Bowman Management Corp > Profile

Instuitional Investor - Wagner Bowman Management Corp

Fund Profile
Filing Period:
Fund Name: Wagner Bowman Management Corp
Portfolio Value $1,350,486,107
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 214,675 $71,974,143 5.33%
2.
Vanguard World Fund
 88,336 $66,585,950 4.93%
3.
Spdr Series Trust
 692,609 $55,561,114 4.11%
4.
Schwab Strategic Trust
 FNDF 2,032,771 $53,319,580 3.95%
5.
Sector Spdr Trust
 XLB 289,404 $41,665,481 3.09%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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