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Home > Institutional Investor > Colonial River Wealth Management, Llc > Profile

Instuitional Investor - Colonial River Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Colonial River Wealth Management, Llc
Portfolio Value $181,671,491
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 50,093 $11,127,127 6.12%
2.
Nvidia Corp
 NVDA 102,026 $11,057,586 6.09%
3.
Invesco Exch Traded Fd Tr Ii - S&P 500 REVENUE
 75,127 $7,463,071 4.11%
4.
Microsoft Corp
 MSFT 19,384 $7,276,717 4.01%
5.
Capital Group Growth Etf
 204,374 $6,999,794 3.85%
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)