Capital Advisors Wealth Management, LLC
CIK Number: 0001824700
542.78M
Market Value
159
# of Holdings
8 months
Avg. Holding Period
71.69%
Win Rate
24.46%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 592.19 | +0.10% | 59.48K | -0.86% | 34.31M | 413.01 | 6.32% | |
| 2 | Ishares Tr | 404.38 | +0.15% | 87.92K | -2.09% | 33.00M | 307.79 | 6.08% | |
| 3 | Vanguard Specia... | 195.81 | +0.31% | 154.29K | +0.45% | 30.56M | 152.74 | 5.63% | |
| 4 | Vanguard Scotts... | 79.86 | +0.08% | 352.10K | +5.25% | 29.49M | 78.43 | 5.43% | |
| 5 | Schwab Strategi... | 33.47 | -0.24% | 716.50K | +2.36% | 26.78M | 32 | 4.93% |
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