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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 $231,321,673
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Neos Etf Trust
 545,791 $27,191,308 11.75%
2.
Invesco Actively Managed Exc
 472,440 $23,673,968 10.23%
3.
Invesco Exch Traded Fd Tr Ii
 36,757 $7,735,424 3.34%
4.
Apple Inc.
 AAPL 21,674 $5,427,708 2.34%
5.
Ishares Trust
 IEF 6,936 $4,082,445 1.76%
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)