Long-term investor
Waterway Wealth Management, LLC @waterwaywealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001992193).
Record
- Tracked since 2025-06-30 (434 days), 119 trades recorded
- Returns: week n/a · month n/a · 90 days +7.4% · 6 months +7.2% · 1 year -3.0% · all -3.0%
- Max drawdown -9.6% · Sharpe -0.60 · win rate 20% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DLN · 11.6% · long · since 2025-06-30
- IVV · 11.2% · long · since 2025-06-30
- IWF · 9.4% · long · since 2025-06-30
- PYLD · 8.9% · long · since 2025-06-30
- MINT · 5.1% · long · since 2026-06-30
- FBND · 4.2% · long · since 2025-12-31
- IVE · 4.1% · long · since 2025-06-30
- IEFA · 4.1% · long · since 2025-06-30
- MUB · 3.4% · long · since 2025-09-30
- EFA · 2.9% · long · since 2025-06-30
- XYLD · 2.4% · long · since 2026-06-30
- NVDA · 2.3% · long · since 2025-06-30