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Home > Institutional Investor > Capital A Wealth Management, Llc > Profile

Instuitional Investor - Capital A Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Capital A Wealth Management, Llc
Portfolio Value $60,248,828
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - MSCI USA QLT FCT
 23,491 $4,183,293 6.94%
2.
Ishares Trust
 IEF 32,255 $3,274,850 5.44%
3.
Blackrock Etf Trust
 59,071 $3,027,389 5.02%
4.
Ishares Tr - EAFE GRWTH ETF
 17,140 $1,659,680 2.75%
5.
Amazon Com Inc
 AMZN 7,535 $1,653,104 2.74%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)