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Home > Institutional Investor > Napa Wealth Management > Profile

Instuitional Investor - Napa Wealth Management

Fund Profile
Filing Period:
Fund Name: Napa Wealth Management
Portfolio Value $184,285,504
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 495,087 $24,873,161 13.49%
2.
Spdr Ser Tr
 207,878 $18,997,970 10.3%
3.
Spdr Ser Tr
 191,649 $18,996,249 10.3%
4.
Jpmorgan Chase & Co
 JPM 33,641 $5,722,252 3.1%
5.
Visa Inc.
 V 21,551 $5,610,838 3.04%
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)