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

Instuitional Investor - Capital Advisors Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Capital Advisors Wealth Management, Llc
Portfolio Value $438,836,384
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fund
 65,755 $31,825,298 7.25%
2.
Schwab Strategic Trust
 FNDF 830,118 $27,999,873 6.38%
3.
Ishares Trust
 IEF 57,469 $27,448,777 6.25%
4.
Vanguard Scottsdale Funds
 326,228 $26,515,811 6.04%
5.
J P Morgan Exchange Traded F
 544,956 $24,008,486 5.47%
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)