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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 $1,077,551,536
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fund
 95,423 $59,333,927 5.5%
2.
Vanguard Index Fds
 179,653 $52,065,097 4.83%
3.
Schwab Strategic Trust
 FNDF 2,037,851 $46,259,221 4.29%
4.
Sector Spdr Trust
 XLB 129,980 $30,222,967 2.8%
5.
Vanguard Star Fds
 471,397 $27,779,437 2.57%
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)