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Home > Institutional Investor > Wela Strategies, Llc > Profile

Instuitional Investor - Wela Strategies, Llc

Fund Profile
Filing Period:
Fund Name: Wela Strategies, Llc
Portfolio Value $186,204,502
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 83,319 $39,795,578 21.37%
2.
Spdr Series Trust
 799,463 $22,832,672 12.26%
3.
Ishares Trust
 IEF 185,560 $20,534,057 11.02%
4.
Ishares Trust
 IEF 50,065 $13,875,460 7.45%
5.
Vanguard Index Fds
 107,931 $9,536,721 5.12%
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)