Companies 0 See All

Hedge Funds 0 See All

Insiders 0 See All

Institutional Investors 0 See All

Click here to see all results for

Home > Institutional Investor > Capital Advisors Wealth Management, Llc > Profile

Instuitional Investor - Capital Advisors Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Capital Advisors Wealth Management, Llc
Portfolio Value	$636,356,914

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Specialized Funds - DIV APP ETF		196,169	$40,149,836	6.31%
2.	Ishares Trust	IEF	60,253	$37,411,060	5.88%
3.	Schwab Strategic Trust	FNDF	924,623	$37,003,408	5.81%
4.	Ishares Trust	IEF	82,157	$34,882,103	5.48%
5.	Vanguard Scottsdale Funds		375,744	$31,156,703	4.9%