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CWM

Latest statistics and disclosures from CWM's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IUSB, QUAL, IVW, SPLG, and represent 17.52% of CWM's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$265M), IVW (+$147M), EFG (+$100M), DYNF (+$65M), SPSM (+$52M), TOTL (+$50M), RSSB (+$47M), IEMG (+$47M), SPAB (+$45M), SPTL (+$36M).
Started 361 new stock positions in VTNR, ICOW, SWKH, MARW, WULF, LBPH, FOSL, PRSO, BUFZ, Community West Bancshares.
Reduced shares in these 10 stocks: IVV (-$218M), EFV (-$105M), IUSB (-$98M), IXC (-$69M), MTUM (-$63M), SPYV (-$38M), USMV (-$36M), SPYG (-$23M), QUAL (-$22M), SMLF (-$22M).
Sold out of its positions in SBIO, ADTH, Aeva Technologies, Agiliti, DECT, NVBT, WTER, AFB, MDRX, TBG.
CWM was a net buyer of stock by $550M.
CWM has $21B in assets under management (AUM), dropping by 4.15%.
Central Index Key (CIK): 0001535847

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Positions held by CWM consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for CWM

CWM holds 4962 positions in its portfolio as reported in the June 2024 quarterly 13F filing

CWM has 4962 total positions. Only the first 250 positions are shown.

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Download the CWM June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.8	$1.2B	-15%	2.2M	547.23	View chart
Ishares Tr Core Total Usd (IUSB)	3.8	$807M	-10%	18M	45.22	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.3	$687M	-3%	4.0M	170.76	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.6	$556M	+36%	6.0M	92.54	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.0	$427M	+2%	6.7M	64.00	View chart
Apple (AAPL)	2.0	$421M	+2%	2.0M	210.62	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	2.0	$417M	+18%	8.9M	46.94	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.8	$369M	+6%	11M	35.08	View chart
Microsoft Corporation (MSFT)	1.7	$359M		804k	446.95	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.7	$352M	+14%	14M	25.09	View chart
NVIDIA Corporation (NVDA)	1.4	$291M	+1011%	2.4M	123.54	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$287M		599k	479.11	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.3	$283M	+54%	2.8M	102.30	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.3	$283M	+5%	3.1M	91.08	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.3	$267M	-2%	1.5M	182.01	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	1.2	$262M	+6%	5.1M	51.30	View chart
Amazon (AMZN)	1.1	$229M		1.2M	193.25	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.1	$229M	+5%	3.4M	66.35	View chart
Ishares Tr Mbs Etf (MBB)	1.0	$205M	-3%	2.2M	91.81	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.0	$202M	-15%	4.1M	48.74	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$175M		1.7M	100.84	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.8	$174M	-10%	1.7M	100.65	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.8	$171M	-11%	2.1M	80.13	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.8	$170M	-3%	1.1M	150.50	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.8	$169M	-2%	1.8M	91.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$163M	+11%	893k	182.15	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$162M		432k	374.01	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.8	$161M	-3%	1.6M	99.37	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$161M	-39%	3.0M	53.04	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.7	$144M	+57%	3.5M	41.53	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$135M		2.3M	59.20	View chart
Meta Platforms Cl A (META)	0.5	$114M	+3%	225k	504.22	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$107M	+78%	2.0M	53.53	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$106M		1.2M	91.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$105M		258k	406.80	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$105M		462k	226.23	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$100M	-38%	512k	194.87	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.5	$99M	+3%	1.0M	95.07	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$99M	+44%	1.7M	56.68	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.4	$94M	+7%	1.8M	52.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	0.4	$93M	+41%	3.2M	28.92	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.4	$92M		976k	94.67	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$90M	+3%	1.0M	86.61	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.4	$88M	-8%	2.5M	35.56	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$87M	-7%	1.1M	77.76	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.4	$81M	-6%	956k	84.59	View chart
Procter & Gamble Company (PG)	0.4	$75M		457k	164.92	View chart
Wisdomtree Tr Us Hgh Yld Corp (WFHY)	0.3	$74M	-4%	1.6M	44.60	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$72M	+49%	680k	106.55	View chart
Broadcom (AVGO)	0.3	$72M	+28%	45k	1605.54	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.3	$72M	+17%	2.6M	28.02	View chart
Exxon Mobil Corporation (XOM)	0.3	$71M	-2%	618k	115.12	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.3	$71M	+3%	1.7M	40.47	View chart
JPMorgan Chase & Co. (JPM)	0.3	$69M	+4%	342k	202.26	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$69M		1.3M	52.06	View chart
Home Depot (HD)	0.3	$66M	+2%	191k	344.24	View chart
Eli Lilly & Co. (LLY)	0.3	$66M	+5%	73k	905.38	View chart
Merck & Co (MRK)	0.3	$65M		523k	123.80	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$64M	-9%	726k	88.13	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$63M	+5%	1.7M	37.67	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$63M	-9%	1.1M	57.61	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.3	$63M	+6%	835k	75.15	View chart
Wal-Mart Stores (WMT)	0.3	$62M		915k	67.71	View chart
Tesla Motors (TSLA)	0.3	$61M	+7%	306k	197.88	View chart
Johnson & Johnson (JNJ)	0.3	$59M	+4%	404k	146.16	View chart
Visa Com Cl A (V)	0.3	$59M	+18%	223k	262.47	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$59M	-8%	365k	160.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$57M	+3%	311k	183.42	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$56M	-4%	524k	106.78	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.3	$56M	+3%	1.9M	28.87	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$55M	-39%	658k	83.96	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$54M	+5%	921k	58.52	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$54M	-15%	450k	119.32	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.3	$54M	-3%	1.1M	50.47	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$53M	-26%	602k	88.48	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$53M	+43%	446k	118.78	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$51M	-5%	526k	97.07	View chart
UnitedHealth (UNH)	0.2	$50M	+12%	99k	509.26	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$50M	+10566%	1.3M	39.72	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$50M	-5%	2.8M	17.67	View chart
Verizon Communications (VZ)	0.2	$49M		1.2M	41.24	View chart
Ishares Emng Mkts Eqt (EMGF)	0.2	$49M	-5%	1.1M	46.67	View chart
Cisco Systems (CSCO)	0.2	$49M		1.0M	47.51	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.2	$49M		781k	62.60	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.2	$49M	-2%	1.1M	42.96	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$48M	-6%	702k	68.53	View chart
Invesco Actively Managed Etf Total Return (GTO)	0.2	$47M	+9%	1.0M	46.36	View chart
Tidal Tr Ii Ret Stckd Gl Stk (RSSB)	0.2	$47M	NEW	2.1M	22.69	View chart
Strategy Day Hagan Ned (SSUS)	0.2	$47M	-13%	1.2M	39.51	View chart
Oracle Corporation (ORCL)	0.2	$47M	+5%	331k	141.20	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.2	$47M		1.4M	32.56	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$47M	+347%	1.7M	27.22	View chart
Doubleline Etf Trust Opportunistic Bd (DBND)	0.2	$47M	+30%	1.0M	45.40	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.2	$46M	+4%	1.1M	43.91	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.2	$46M	+26%	1.6M	29.23	View chart
At&t (T)	0.2	$46M		2.4M	19.11	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$45M	+8%	1.0M	44.93	View chart
Ishares Tr Investment Grade (IGEB)	0.2	$45M	+2%	1.0M	44.36	View chart
Costco Wholesale Corporation (COST)	0.2	$44M	+5%	52k	850.00	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$43M	+4%	293k	145.75	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.2	$43M	+17%	1.4M	30.06	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$43M	-4%	1.2M	36.28	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$43M	-7%	161k	264.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$41M	+9%	155k	267.51	View chart
Netflix (NFLX)	0.2	$41M	-3%	61k	674.88	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$41M	+11%	993k	41.11	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$40M	+3%	199k	202.89	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$40M	+7%	188k	215.01	View chart
Amgen (AMGN)	0.2	$40M		129k	312.45	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$40M	+45%	377k	106.66	View chart
Abbvie (ABBV)	0.2	$39M	+6%	230k	171.52	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.2	$39M	+12%	761k	51.29	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.2	$39M	+4%	767k	50.36	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.2	$39M	-9%	773k	49.87	View chart
Chevron Corporation (CVX)	0.2	$39M	-5%	246k	156.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$38M	-4%	77k	500.12	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$38M	-6%	1.7M	22.57	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.2	$37M	+13%	1.7M	21.57	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$37M	+5%	960k	38.42	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$37M	-6%	867k	42.12	View chart
Pepsi (PEP)	0.2	$36M	+11%	221k	164.93	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.2	$36M	-10%	885k	40.87	View chart
Pfizer (PFE)	0.2	$36M	+5%	1.3M	27.98	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$35M	-3%	698k	50.74	View chart
Comcast Corp Cl A (CMCSA)	0.2	$35M	+20%	894k	39.16	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$35M	-6%	696k	50.11	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$34M	-5%	439k	77.28	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.2	$34M	-14%	569k	59.41	View chart
Advanced Micro Devices (AMD)	0.2	$34M	+2%	207k	162.21	View chart
Abbott Laboratories (ABT)	0.2	$32M		311k	103.91	View chart
Union Pacific Corporation (UNP)	0.2	$32M	+4%	142k	226.26	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$32M	+6%	1.2M	25.87	View chart
Walt Disney Company (DIS)	0.1	$32M		318k	99.29	View chart
Allstate Corporation (ALL)	0.1	$31M	-7%	196k	159.66	View chart
Bank of America Corporation (BAC)	0.1	$31M	+12%	780k	39.77	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	0.1	$31M	-8%	610k	50.37	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	0.1	$30M		760k	39.08	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$29M	-7%	680k	43.31	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$29M	-4%	496k	58.64	View chart
Lockheed Martin Corporation (LMT)	0.1	$29M	-2%	61k	467.10	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$28M	-3%	94k	303.41	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$28M	-8%	610k	46.61	View chart
Digital Realty Trust (DLR)	0.1	$28M	-5%	184k	152.05	View chart
Paccar (PCAR)	0.1	$28M	-8%	271k	102.94	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$28M	-17%	570k	48.77	View chart
Arch Cap Group Ord (ACGL)	0.1	$28M	-5%	272k	100.89	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$27M	+9%	838k	32.25	View chart
Gilead Sciences (GILD)	0.1	$27M	+4%	392k	68.61	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$27M	-16%	74k	364.51	View chart
Public Storage (PSA)	0.1	$27M		93k	287.65	View chart
CBOE Holdings (CBOE)	0.1	$27M	-5%	156k	170.06	View chart
Travelers Companies (TRV)	0.1	$26M	-4%	129k	203.34	View chart
Listed Fd Tr Swan Hedged Eqty (HEGD)	0.1	$26M	+24%	1.2M	21.27	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$26M	-5%	1.3M	19.68	View chart
Charles Schwab Corporation (SCHW)	0.1	$26M	+8%	348k	73.69	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$26M	+9%	209k	121.87	View chart
Coca-Cola Company (KO)	0.1	$25M	+7%	397k	63.65	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$25M	-2%	406k	62.26	View chart
Kimberly-Clark Corporation (KMB)	0.1	$25M	-3%	183k	138.20	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$25M	+207%	276k	91.15	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.1	$25M	-12%	331k	75.07	View chart
Service Corporation International (SCI)	0.1	$25M	-4%	349k	71.13	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$25M	-8%	490k	50.21	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$25M	+60%	337k	72.64	View chart
Bank of New York Mellon Corporation (BK)	0.1	$24M	-4%	408k	59.89	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$24M	+6%	466k	52.38	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$24M	+9%	241k	100.71	View chart
Mastercard Incorporated Cl A (MA)	0.1	$24M	+9%	55k	441.15	View chart
Qualcomm (QCOM)	0.1	$24M	+24%	121k	199.18	View chart
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)	0.1	$24M	+7%	402k	60.00	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$24M	+13%	438k	54.75	View chart
NiSource (NI)	0.1	$24M	+5767%	828k	28.81	View chart
Waste Management (WM)	0.1	$24M	-6%	111k	213.34	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$24M		309k	76.70	View chart
C H Robinson Worldwide Com New (CHRW)	0.1	$24M		268k	88.12	View chart
Cigna Corp (CI)	0.1	$23M		71k	330.58	View chart
Dominion Resources (D)	0.1	$23M	-3%	474k	49.00	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$23M	+2%	271k	85.66	View chart
Caterpillar (CAT)	0.1	$23M	+27%	70k	333.09	View chart
Nextera Energy (NEE)	0.1	$23M	-2%	324k	70.81	View chart
Jacobs Engineering Group (J)	0.1	$23M	-3%	163k	139.71	View chart
Bristol Myers Squibb (BMY)	0.1	$23M	+4%	543k	41.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$22M	-8%	136k	164.28	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$22M	+2%	122k	182.40	View chart
Consolidated Edison (ED)	0.1	$22M	-2%	248k	89.42	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$22M	-4%	710k	31.26	View chart
Adobe Systems Incorporated (ADBE)	0.1	$22M	+6%	39k	555.55	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.1	$22M	+4%	599k	36.41	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.1	$22M	+5%	432k	50.28	View chart
Smucker J M Com New (SJM)	0.1	$22M		199k	109.04	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$22M	-30%	210k	102.70	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.1	$22M	-22%	428k	50.33	View chart
Progressive Corporation (PGR)	0.1	$21M		101k	207.71	View chart
General Dynamics Corporation (GD)	0.1	$21M	-3%	72k	290.14	View chart
Tidal Tr Ii Return Stckd Us (RSST)	0.1	$21M	+45%	848k	24.51	View chart
International Business Machines (IBM)	0.1	$21M	+5%	120k	172.95	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$21M	-8%	907k	22.72	View chart
Medtronic SHS (MDT)	0.1	$21M		262k	78.71	View chart
Moderna (MRNA)	0.1	$20M	+39%	169k	118.75	View chart
Kraft Heinz (KHC)	0.1	$20M	+4077%	622k	32.22	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$20M	+20%	351k	55.50	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$19M	-9%	186k	103.46	View chart
General Electric Com New (GE)	0.1	$19M	+17%	121k	158.97	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$19M	+16998%	371k	51.64	View chart
Everest Re Group (EG)	0.1	$19M	-3%	50k	381.01	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$19M		390k	48.54	View chart
McDonald's Corporation (MCD)	0.1	$19M	+7%	74k	254.84	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$19M	+5%	241k	78.05	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$19M	-10%	292k	64.25	View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)	0.1	$19M	-2%	374k	49.90	View chart
salesforce (CRM)	0.1	$19M	+16%	72k	257.10	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$19M	+23%	565k	32.89	View chart
W.R. Berkley Corporation (WRB)	0.1	$18M	-4%	234k	78.58	View chart
Schwab Charles Family Amt Tax Free Mny (SCTXX)	0.1	$18M	+149%	18M	1.00	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.1	$18M	+2%	788k	23.20	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$18M	+103%	566k	32.24	View chart
Intuitive Surgical Com New (ISRG)	0.1	$18M	+12%	41k	444.84	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$18M	+4%	100k	182.55	View chart
Uber Technologies (UBER)	0.1	$18M	-3%	247k	72.68	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$18M	+12%	199k	89.72	View chart
Servicenow (NOW)	0.1	$18M	-4%	23k	786.66	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$18M	+12%	387k	45.71	View chart
T. Rowe Price (TROW)	0.1	$17M		150k	115.31	View chart
Mid-America Apartment (MAA)	0.1	$17M		120k	142.61	View chart
Autodesk (ADSK)	0.1	$17M		69k	247.45	View chart
Evergy (EVRG)	0.1	$17M		316k	52.97	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.1	$17M		283k	58.56	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$16M	+27%	497k	33.00	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$16M		286k	57.27	View chart
Snowflake Cl A (SNOW)	0.1	$16M	+19%	121k	135.09	View chart
General Mills (GIS)	0.1	$16M	-2%	255k	63.26	View chart
Dex (DXCM)	0.1	$16M	-3%	140k	113.38	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$16M	+54%	147k	107.82	View chart
Wells Fargo & Company (WFC)	0.1	$15M		260k	59.39	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$15M	+26%	268k	56.95	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$15M	+16%	333k	45.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$15M	-3%	353k	42.55	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$15M	+37%	273k	54.49	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$15M	-11%	189k	78.63	View chart
Arm Holdings Sponsored Adr (ARM)	0.1	$15M	+2314%	91k	163.61	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$15M	-3%	49k	297.54	View chart
Hormel Foods Corporation (HRL)	0.1	$14M		474k	30.49	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$14M	+135%	286k	50.31	View chart
S&p Global (SPGI)	0.1	$14M	-2%	32k	446.01	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$14M	+2%	164k	86.90	View chart
Novo-nordisk A S Adr (NVO)	0.1	$14M	-8%	97k	142.74	View chart
Texas Instruments Incorporated (TXN)	0.1	$14M	-17%	71k	194.53	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	0.1	$14M	-6%	515k	26.42	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$14M	+27%	199k	68.14	View chart
Spotify Technology S A SHS (SPOT)	0.1	$14M		43k	313.78	View chart

Past Filings by CWM

SEC 13F filings are viewable for CWM going back to 2013

CWM 2024 Q2 filed July 10, 2024
CWM 2024 Q1 filed April 5, 2024
CWM 2023 Q4 filed Feb. 1, 2024
CWM 2023 Q3 filed Oct. 11, 2023
CWM 2023 Q2 filed Aug. 3, 2023
CWM 2023 Q1 filed May 1, 2023
CWM 2022 Q4 filed Feb. 1, 2023
CWM 2022 Q3 filed Oct. 27, 2022
CWM 2022 Q2 filed July 28, 2022
CWM 2022 Q1 filed April 21, 2022
CWM 2021 Q4 filed Jan. 31, 2022
CWM 2020 Q1 restated filed Sept. 15, 2021
CWM 2020 Q2 restated filed Sept. 15, 2021
CWM 2020 Q3 restated filed Sept. 15, 2021
CWM 2020 Q4 restated filed Sept. 15, 2021
CWM 2021 Q1 restated filed Sept. 15, 2021

View all past filings

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