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Home > Institutional Investor > Clay Northam Wealth Management, Llc > Profile

Instuitional Investor - Clay Northam Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Clay Northam Wealth Management, Llc
Portfolio Value $112,387,604
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 57,409 $11,053,033 9.83%
2.
Schwab Strategic Trust
 FNDF 136,731 $10,409,338 9.26%
3.
Schwab Strategic Trust
 FNDF 124,334 $10,314,749 9.17%
4.
Pacer Fds Tr
 190,198 $9,888,413 8.79%
5.
Amazon Com Inc
 AMZN 53,001 $8,053,021 7.16%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)