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Home > Institutional Investor > Windward Private Wealth Management Inc. > Profile

Instuitional Investor - Windward Private Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: Windward Private Wealth Management Inc.
Portfolio Value $238,536,683
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 641,920 $49,440,689 20.72%
2.
Vanguard Tax-Managed Fds
 590,682 $28,293,680 11.86%
3.
Vanguard Scottsdale Funds
 337,177 $26,306,550 11.02%
4.
Vanguard Scottsdale Funds
 275,866 $20,011,320 8.38%
5.
Vanguard Bond Index Funds
 BND 260,342 $19,884,922 8.33%
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)