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Chang Shin

@Creativeone Wealth, Llc

Latest period2024 - Q3ReportedManaged Assets$2.941BTotal holdings942
Assets growth rate48.96%Assets growth rate (2-Q avg)13.82%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Creativeone Wealth, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 942 positions.

Assets under management

The assets under management (AUM) of Creativeone Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.941B in assets, with a quarterly growth rate of 48.96% and a 2-quarter average growth rate of 13.82%. The portfolio is managed by Chang Shin, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DONWisdomtree Tr
Recent Activity
Exited
0%
$655,000
13,998 shares@ $46.8 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$621,000
758 shares@ $819.27 avg price
GCTGigacloud Technology Inc
Recent Activity
Exited
0%
$497,000
16,344 shares@ $30.41 avg price
NTAPNetapp Inc
Recent Activity
Exited
0%
$492,000
3,817 shares@ $128.9 avg price
PCARPaccar Inc
Recent Activity
Exited
0%
$479,000
4,656 shares@ $102.88 avg price
ACLSAxcelis Technologies Inc
Recent Activity
Exited
0%
$430,000
3,025 shares@ $142.15 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$394,000
501 shares@ $786.43 avg price
CPBCampbell Soup Co
Recent Activity
Exited
0%
$366,000
8,109 shares@ $45.14 avg price
FIVEFive Below Inc
Recent Activity
Exited
0%
$353,000
3,234 shares@ $109.16 avg price
ABGAsbury Automotive Group Inc
Recent Activity
Exited
0%
$349,000
1,531 shares@ $227.96 avg price