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

Instuitional Investor - Capital Advisors Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Capital Advisors Wealth Management, Llc
Portfolio Value $566,025,213
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds - DIV APP ETF
 189,681 $36,796,126 6.5%
2.
Ishares Trust
 IEF 62,282 $34,996,200 6.18%
3.
Vanguard Scottsdale Funds
 377,653 $30,876,877 5.46%
4.
Ishares Trust
 IEF 79,899 $28,850,781 5.1%
5.
Schwab Strategic Trust
 FNDF 771,340 $27,876,236 4.92%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)