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Home > Institutional Investor > Wms Partners, Llc > 13F Holdings

Instuitional Investor - Wms Partners, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
American Centy Etf Tr
 1,668,656 $100,836,908 7.41%
2.
Vanguard Index Fds
 413,395 $98,065,612 7.21%
3.
Goldman Sachs Etf Tr
 2,672,758 $87,292,267 6.42%
4.
Goldman Sachs Etf Tr
 695,612 $65,255,327 4.79%
5.
American Centy Etf Tr
 726,614 $59,255,365 4.35%
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)