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

Instuitional Investor - Waterway Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Waterway Wealth Management, Llc
Portfolio Value $227,389,645
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 619,843 $46,866,346 20.61%
2.
Wisdomtree Trust
 521,356 $40,556,302 17.83%
3.
Ishares Trust
 IEF 40,543 $23,866,893 10.49%
4.
Dimensional Etf Trust
 477,669 $14,702,644 6.46%
5.
Ishares Trust
 IEF 98,123 $11,305,696 4.97%
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)