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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 $256,517,751
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 765,700 $59,165,631 23.06%
2.
Vanguard Tax-Managed Fds
 673,861 $32,224,033 12.56%
3.
Vanguard Scottsdale Funds
 300,070 $30,997,231 12.08%
4.
Vanguard Scottsdale Funds
 282,225 $22,930,781 8.93%
5.
Vanguard Bond Index Funds
 BND 297,228 $22,211,811 8.65%
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)