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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 $168,226,279
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 52,824 $10,170,145 6.04%
2.
Microsoft Corp
 MSFT 17,891 $6,727,826 3.99%
3.
Nvidia Corp
 NVDA 8,401 $4,160,343 2.47%
4.
Invesco Exch Traded Fd Tr Ii
 21,995 $3,707,029 2.2%
5.
Alphabet Inc.
 GOOG 22,087 $3,085,333 1.83%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)