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Home > Institutional Investor > Colonial River Wealth Management, Llc > Profile

Instuitional Investor - Colonial River Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Colonial River Wealth Management, Llc
Portfolio Value $206,651,856
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 53,948 $13,509,734 6.53%
2.
Nvidia Corp
 NVDA 89,696 $12,045,259 5.82%
3.
Amazon Com Inc
 AMZN 32,503 $7,130,934 3.45%
4.
Vanguard Index Fds
 17,231 $4,993,600 2.41%
5.
Invesco Exch Traded Fd Tr Ii
 23,686 $4,984,736 2.41%
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)