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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 $561,668,933
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 89,455 $35,923,211 6.39%
2.
Ishares Trust
 IEF 60,868 $35,831,705 6.37%
3.
Vanguard Specialized Funds
 160,494 $31,429,563 5.59%
4.
Vanguard Scottsdale Funds
 364,500 $29,258,398 5.2%
5.
Vanguard World Fund
 37,620 $23,392,164 4.16%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)