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 (445 days), 27 trades recorded
- Returns: week n/a · month n/a · 90 days +7.3% · 6 months n/a · 1 year +16.4% · all +16.4%
- Max drawdown n/a · win rate 45% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VUG · 10.7% · long · since 2025-06-30
- SPSB · 8.9% · long · since 2025-06-30
- VTV · 8.6% · long · since 2025-06-30
- FBND · 7.3% · long · since 2025-06-30
- NANR · 6.5% · long · since 2025-06-30
- HSCZ · 6.1% · long · since 2025-06-30
- FNDF · 6.0% · long · since 2025-06-30
- IMCG · 5.8% · long · since 2025-06-30
- IHDG · 5.7% · long · since 2025-06-30
- SPEM · 5.4% · long · since 2025-06-30
- VBR · 4.9% · long · since 2025-06-30
- SCHG · 4.5% · long · since 2025-12-31