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Home > Institutional Investor > Wela Strategies, Inc. > Profile

Instuitional Investor - Wela Strategies, Inc.

Fund Profile
Filing Period:
Fund Name: Wela Strategies, Inc.
Portfolio Value $109,035,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 93,551 $22,772,000 20.88%
2.
Ishares Trust
 IEF 23,565 $9,505,000 8.71%
3.
Spdr Series Trust
 305,767 $9,369,000 8.59%
4.
Spdr Bloomberg Barclays Short Term High Yield Bond Etf
 305,440 $9,221,000 8.45%
5.
Vanguard Bond Index Funds
 BND 97,964 $7,822,000 7.17%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)