| Watermark Asset Management Inc |
| CRD # | 108407 |
| SEC # | 801-57796 |
| CIK # | 0001706457 |
| AUM | $408.1 MM |
| Employees | 10 |
| Phone | 925-648-4730 |
| Address | 2010 Crow Canyon Place Ste 210
San Ramon, CA 94583 |
| Links |
IAPD
EDGAR
Website
|
| Sector |
Holding |
Cap ($MM) |
Value ($MM) |
|
IVV |
|
45.8 |
|
AGG |
|
37.6 |
|
VEA |
|
21.8 |
|
IJH |
|
13.9 |
|
SCHB |
|
12.1 |
|
VWO |
|
10.2 |
|
IJR |
|
9.8 |
|
VTI |
|
8.9 |
|
SCHZ |
|
6.2 |
|
SCHF |
|
5.9 |
|
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|
[{"dt": "2018-01-16", "sector": "Basic Industries", "value": 0.000248}, {"dt": "2018-01-16", "sector": "Capital Goods", "value": 0.000381}, {"dt": "2018-01-16", "sector": "Consumer Durables", "value": 2.6e-05}, {"dt": "2018-01-16", "sector": "Consumer Non-Durables", "value": 0.000149}, {"dt": "2018-01-16", "sector": "Consumer Services", "value": 0.000428}, {"dt": "2018-01-16", "sector": "Energy", "value": 0.000945}, {"dt": "2018-01-16", "sector": "Exchange-Traded Fund", "value": 0.231306}, {"dt": "2018-01-16", "sector": "Finance", "value": 0.000651}, {"dt": "2018-01-16", "sector": "Health Care", "value": 0.000844}, {"dt": "2018-01-16", "sector": "Miscellaneous", "value": 0.000277}, {"dt": "2018-01-16", "sector": "n/a", "value": 4e-05}, {"dt": "2018-01-16", "sector": "Public Utilities", "value": 0.000615}, {"dt": "2018-01-16", "sector": "Technology", "value": 0.00244}, {"dt": "2018-01-16", "sector": "Transportation", "value": 8e-06}]
[{"x": "2012", "y": 0.180418}, {"x": "2013", "y": 0.180418}, {"x": "2014", "y": 0.2165}, {"x": "2015", "y": 0.24253}, {"x": "2016", "y": 0.30189}, {"x": "2017", "y": 0.310441623}, {"x": "2018", "y": 0.345883475}, {"x": "2019", "y": 0.408118271}]