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Home > Institutional Investor > Capital Wealth Alliance, Llc > Profile

Instuitional Investor - Capital Wealth Alliance, Llc

Fund Profile
Filing Period:
Fund Name: Capital Wealth Alliance, Llc
Portfolio Value $176,475,190
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sprott Physical Silver Trust
 PSLV 2,432,372 $23,472,731 13.3%
2.
Sprott Physical Gold Trust
 PHYS 959,393 $19,320,043 10.94%
3.
Microstrategy Inc
 MSTR 43,531 $12,607,448 7.14%
4.
Abbott Laboratories
 ABT 72,937 $8,249,904 4.67%
5.
Spdr Ser Tr
 83,012 $7,589,721 4.3%
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)