Long-term investor
Capital Wealth Management, LLC @capitalwealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001730456).
Record
- Tracked since 2025-06-30 (434 days), 27 trades recorded
- Returns: week n/a · month n/a · 90 days +7.3% · 6 months +10.1% · 1 year +16.4% · all +16.4%
- Max drawdown 0.0% · Sharpe 1.52 · win rate 45% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908736 · 10.7% · long · since 2025-06-30
- 78464A474 · 8.9% · long · since 2025-06-30
- 922908744 · 8.6% · long · since 2025-06-30
- 316188309 · 7.3% · long · since 2025-06-30
- 78463X152 · 6.5% · long · since 2025-06-30
- 46435G839 · 6.1% · long · since 2025-06-30
- 808524755 · 6.0% · long · since 2025-06-30
- 464288307 · 5.8% · long · since 2025-06-30
- 97717X594 · 5.7% · long · since 2025-06-30
- 78463X509 · 5.4% · long · since 2025-06-30
- 922908611 · 4.9% · long · since 2025-06-30
- 808524300 · 4.5% · long · since 2025-12-31
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