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Home > Institutional Investor > Watershed Private Wealth Llc > Profile

Instuitional Investor - Watershed Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Watershed Private Wealth Llc
Portfolio Value $250,111,300
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 72,632 $40,811,863 16.32%
2.
Ishares Trust
 IEF 167,754 $16,594,186 6.63%
3.
Vanguard Index Fds - GROWTH ETF
 36,787 $13,641,505 5.45%
4.
Ishares Tr - MSCI USA QLT FCT
 78,322 $13,384,367 5.35%
5.
Ishares Tr - EAFE VALUE ETF
 181,472 $10,695,942 4.28%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)