Companies 0 See All

Hedge Funds 0 See All

Insiders 0 See All

Institutional Investors 0 See All

Click here to see all results for

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

Instuitional Investor - Capital Advisors Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Capital Advisors Wealth Management, Llc
Portfolio Value	$734,119,345

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Schwab Strategic Trust	FNDF	1,072,904	$48,505,988	6.61%
2.	Vanguard Specialized Funds - DIV APP ETF		206,552	$45,396,085	6.18%
3.	Ishares Trust	IEF	62,025	$42,483,111	5.79%
4.	Ishares Trust	IEF	83,815	$39,669,715	5.4%
5.	Vanguard Scottsdale Funds		389,335	$32,606,807	4.44%