CWM
Latest statistics and disclosures from CWM's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, ESGU, GOVT, IUSB, VLUE, and represent 22.66% of CWM's stock portfolio.
- Added to shares of these 10 stocks: IUSB (+$366M), EFV (+$211M), FALN (+$137M), GOVT (+$123M), MTUM (+$107M), SMLF (+$99M), IJR (+$73M), IGSB (+$58M), IYE (+$56M), SSUS (+$31M).
- Started 306 new stock positions in SWAN, SLS, SPWR, SSUS, Immunitybio, PTVCA, TLK, FPXI, KERN, PLL.
- Reduced shares in these 10 stocks: USIG (-$194M), SHYG (-$158M), IGLB (-$151M), QUAL (-$137M), IVV (-$110M), VLUE (-$73M), INTF (-$58M), MBB (-$51M), IHI (-$43M), SPLG (-$34M).
- Sold out of its positions in Allianzgi Equity & Conv In, Allianzgi Nfj Divid Int Prem S cefs, Allianzgi Divers Inc & Cnv F, FDG, AEL, American Intl Group, PLAN, AVXL, Apache Corporation, MT.
- CWM was a net buyer of stock by $369M.
- CWM has $11B in assets under management (AUM), dropping by 5.53%.
- Central Index Key (CIK): 0001535847
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Portfolio Holdings for CWM
Companies in the CWM portfolio as of the March 2021 quarterly 13F filing
CWM has 2875 total positions. Only the first 250 positions are shown.
- Sign up to view all of the CWM March 31, 2021 positions
- Download the CWM March 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 5.8 | $644M | -14% | 1.6M | 397.82 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 5.0 | $553M | 6.1M | 90.87 | ||
| Ishares Tr Us Treas Bd Etf (GOVT) | 4.7 | $526M | +30% | 20M | 26.19 | |
| Ishares Tr Core Total Usd (IUSB) | 3.7 | $411M | +827% | 7.8M | 52.75 | |
| Ishares Tr Msci Usa Value (VLUE) | 3.4 | $380M | -16% | 3.7M | 102.46 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 2.5 | $283M | +60% | 1.8M | 160.86 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.4 | $271M | +26% | 5.0M | 54.68 | |
| Ishares Tr Core Msci Eafe (IEFA) | 2.0 | $217M | +9% | 3.0M | 72.05 | |
| Ishares Esg Awr Msci Em (ESGE) | 1.9 | $213M | -8% | 4.9M | 43.31 | |
| Ishares Tr Eafe Value Etf (EFV) | 1.9 | $211M | +2796680% | 4.1M | 50.97 | |
| Ishares Tr Msci Usa Sml Cp (SMLF) | 1.6 | $181M | +120% | 3.5M | 52.45 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.4 | $159M | -46% | 1.3M | 121.78 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 1.3 | $146M | -10% | 2.1M | 69.19 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.3 | $144M | +101% | 1.3M | 108.53 | |
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| Ishares Tr Faln Angls Usd (FALN) | 1.2 | $137M | +156462766% | 4.7M | 29.24 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $130M | +16% | 409k | 319.13 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.1 | $120M | +10% | 1.2M | 101.91 | |
| Ishares Tr Usd Inv Grde Etf (USIG) | 1.0 | $116M | -62% | 2.0M | 59.04 | |
| Ishares Tr Global Tech Etf (IXN) | 1.0 | $112M | 364k | 307.72 | ||
| Ishares Tr Eafe Grwth Etf (EFG) | 1.0 | $109M | -18% | 1.1M | 100.46 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.9 | $96M | 844k | 113.83 | ||
| Ishares Msci Emerg Mkt (EMGF) | 0.8 | $93M | -7% | 1.8M | 52.03 | |
| Ishares Tr Investment Grade (IGEB) | 0.8 | $92M | 1.7M | 52.79 | ||
| Pimco Etf Tr Active Bd Etf (BOND) | 0.8 | $90M | +16% | 822k | 109.46 | |
| Ishares Tr Msci Intl Multft (INTF) | 0.8 | $85M | -40% | 2.9M | 28.71 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $82M | +5% | 1.3M | 65.11 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.7 | $82M | +7% | 578k | 141.24 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $77M | +19% | 301k | 257.04 | |
| Ishares Tr Mbs Etf (MBB) | 0.7 | $77M | -39% | 706k | 108.42 | |
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.7 | $76M | 2.5M | 30.66 | ||
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $75M | +18% | 577k | 129.78 | |
| Amazon (AMZN) | 0.6 | $65M | +6% | 21k | 3094.08 | |
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.5 | $59M | +3% | 1.2M | 51.35 | |
| UnitedHealth (UNH) | 0.5 | $58M | +5% | 157k | 372.07 | |
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.5 | $56M | +12% | 551k | 101.97 | |
| Ishares Tr U.s. Energy Etf (IYE) | 0.5 | $56M | +6890222% | 2.1M | 26.23 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.5 | $56M | -43% | 168k | 330.36 | |
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.5 | $54M | +27% | 2.0M | 26.95 | |
| Ishares Tr Msci Global Imp (SDG) | 0.4 | $47M | +36% | 492k | 94.84 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.4 | $46M | -42% | 988k | 46.61 | |
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.4 | $44M | +19% | 791k | 56.20 | |
| Visa Com Cl A (V) | 0.4 | $44M | -19% | 209k | 211.73 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $43M | -18% | 167k | 255.47 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.4 | $41M | 837k | 49.19 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $39M | 19k | 2062.49 | ||
| Procter & Gamble Company (PG) | 0.3 | $36M | 269k | 135.43 | ||
| Target Corporation (TGT) | 0.3 | $36M | -19% | 183k | 198.07 | |
| Wisdomtree Tr Us High Dividend (DHS) | 0.3 | $36M | +19% | 472k | 76.30 | |
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.3 | $36M | -8% | 708k | 50.48 | |
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.3 | $36M | +20% | 1.2M | 29.65 | |
| Oracle Corporation (ORCL) | 0.3 | $35M | -8% | 502k | 70.17 | |
| At&t (T) | 0.3 | $35M | 1.1M | 30.27 | ||
| Verizon Communications (VZ) | 0.3 | $34M | -4% | 592k | 58.15 | |
| Wal-Mart Stores (WMT) | 0.3 | $34M | -5% | 249k | 135.83 | |
| Johnson & Johnson (JNJ) | 0.3 | $34M | -5% | 205k | 164.35 | |
| Intel Corporation (INTC) | 0.3 | $33M | -7% | 523k | 64.00 | |
| Us Bancorp Del Com New (USB) | 0.3 | $33M | -9% | 598k | 55.31 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $33M | +18% | 89k | 369.50 | |
| Pfizer (PFE) | 0.3 | $32M | -17% | 894k | 36.23 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.3 | $32M | +16% | 245k | 129.89 | |
| Amdocs SHS (DOX) | 0.3 | $31M | -10% | 445k | 70.15 | |
| Strategy Day Hagan Ned (SSUS) | 0.3 | $31M | NEW | 1.0M | 30.88 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $31M | +12% | 365k | 84.72 | |
| Allstate Corporation (ALL) | 0.3 | $31M | -7% | 267k | 114.90 | |
| Eli Lilly & Co. (LLY) | 0.3 | $30M | -11% | 162k | 186.82 | |
| McDonald's Corporation (MCD) | 0.3 | $30M | -6% | 134k | 224.14 | |
| First Tr Exchange-traded Dorsy Wr Momnt (DVOL) | 0.3 | $30M | -3% | 1.2M | 24.72 | |
| Cisco Systems (CSCO) | 0.3 | $30M | -9% | 582k | 51.71 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $30M | +11% | 290k | 102.06 | |
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.3 | $29M | +13% | 351k | 83.81 | |
| Duke Energy Corp Com New (DUK) | 0.3 | $29M | -6% | 300k | 96.53 | |
| Southern Company (SO) | 0.3 | $29M | -5% | 465k | 62.16 | |
| Republic Services (RSG) | 0.3 | $28M | -7% | 285k | 99.35 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 0.3 | $28M | -9% | 371k | 76.36 | |
| Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) | 0.3 | $28M | +27% | 606k | 46.67 | |
| Pepsi (PEP) | 0.3 | $28M | +15% | 199k | 141.45 | |
| Merck & Co (MRK) | 0.3 | $28M | 363k | 77.09 | ||
| Wec Energy Group (WEC) | 0.3 | $28M | 297k | 93.59 | ||
| Ishares Tr Short Treas Bd (SHV) | 0.2 | $27M | -10% | 246k | 110.51 | |
| Xcel Energy (XEL) | 0.2 | $27M | 409k | 66.51 | ||
| Honeywell International (HON) | 0.2 | $27M | -9% | 125k | 217.07 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $27M | 195k | 139.05 | ||
| Clorox Company (CLX) | 0.2 | $27M | +2% | 140k | 192.88 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $27M | -4% | 302k | 89.16 | |
| American Electric Power Company (AEP) | 0.2 | $27M | -2% | 316k | 84.70 | |
| Dominion Resources (D) | 0.2 | $27M | 352k | 75.96 | ||
| Citrix Systems (CTXS) | 0.2 | $26M | 188k | 140.36 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $26M | 98k | 260.28 | ||
| Medtronic SHS (MDT) | 0.2 | $26M | -2% | 216k | 118.13 | |
| Bank of New York Mellon Corporation (BK) | 0.2 | $25M | +296% | 527k | 47.29 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $25M | -11% | 89k | 276.25 | |
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.2 | $24M | +175% | 927k | 25.97 | |
| Ishares Tr Broad Usd High (USHY) | 0.2 | $24M | +23% | 584k | 41.19 | |
| Wisdomtree Tr Us Hgh Yld Corp (WFHY) | 0.2 | $24M | +24% | 460k | 52.01 | |
| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.2 | $24M | +11% | 451k | 52.06 | |
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.2 | $23M | +30% | 435k | 52.83 | |
| C H Robinson Worldwide Com New (CHRW) | 0.2 | $23M | -9% | 238k | 95.43 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $23M | +11% | 82k | 274.65 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $23M | +6% | 258k | 87.18 | |
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.2 | $22M | -19% | 1.1M | 20.15 | |
| First Tr Exchange-traded Nasdaq Transn (FTXR) | 0.2 | $22M | -3% | 669k | 32.92 | |
| Global X Fds Us Pfd Etf (PFFD) | 0.2 | $22M | +24% | 855k | 25.51 | |
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.2 | $22M | +23% | 966k | 22.57 | |
| Waste Management (WM) | 0.2 | $22M | -8% | 168k | 129.02 | |
| T. Rowe Price (TROW) | 0.2 | $22M | +562% | 126k | 171.60 | |
| First Tr Exchange Traded Indls Prod Dur (FXR) | 0.2 | $22M | +103697% | 381k | 56.65 | |
| Victory Portfolios Ii Vcshs Us Eq Incm (CDC) | 0.2 | $22M | 345k | 62.33 | ||
| First Tr Exchange Traded Consumr Discre (FXD) | 0.2 | $22M | -3% | 369k | 58.20 | |
| Nuance Communications (NUAN) | 0.2 | $22M | +3% | 492k | 43.64 | |
| Cigna Corp (CI) | 0.2 | $21M | -9% | 88k | 241.74 | |
| Generac Holdings (GNRC) | 0.2 | $21M | 65k | 327.44 | ||
| First Tr Exchange Traded Tech Alphadex (FXL) | 0.2 | $21M | -4% | 185k | 113.63 | |
| Advanced Micro Devices (AMD) | 0.2 | $21M | +192% | 266k | 78.50 | |
| Fiserv (FISV) | 0.2 | $21M | +33% | 173k | 119.04 | |
| Workday Cl A (WDAY) | 0.2 | $21M | +51% | 83k | 248.43 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $20M | +3% | 57k | 356.06 | |
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.2 | $20M | -2% | 139k | 144.20 | |
| Iaa (IAA) | 0.2 | $20M | +3% | 364k | 55.14 | |
| Mondelez Intl Cl A (MDLZ) | 0.2 | $20M | -5% | 341k | 58.53 | |
| Colgate-Palmolive Company (CL) | 0.2 | $20M | -7% | 252k | 78.83 | |
| Ameren Corporation (AEE) | 0.2 | $20M | -6% | 243k | 81.36 | |
| Keysight Technologies (KEYS) | 0.2 | $20M | +7% | 138k | 143.40 | |
| Everest Re Group (RE) | 0.2 | $20M | -8% | 80k | 247.80 | |
| Northrop Grumman Corporation (NOC) | 0.2 | $20M | 61k | 323.65 | ||
| Intercontinental Exchange (ICE) | 0.2 | $20M | +7079% | 174k | 111.68 | |
| Evergy (EVRG) | 0.2 | $19M | -4% | 325k | 59.53 | |
| Edwards Lifesciences (EW) | 0.2 | $19M | +12% | 231k | 83.64 | |
| Pinnacle West Capital Corporation (PNW) | 0.2 | $19M | -3% | 237k | 81.35 | |
| salesforce (CRM) | 0.2 | $19M | +13% | 91k | 211.87 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $19M | +17% | 293k | 65.45 | |
| EXACT Sciences Corporation (EXAS) | 0.2 | $19M | +3% | 145k | 131.78 | |
| Hormel Foods Corporation (HRL) | 0.2 | $19M | -6% | 394k | 47.78 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $19M | +6% | 51k | 364.30 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $19M | -9% | 523k | 35.36 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $18M | +314% | 478k | 38.54 | |
| Terminix Global Holdings (TMX) | 0.2 | $18M | +26% | 383k | 47.67 | |
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.2 | $18M | -26% | 164k | 111.41 | |
| Servicenow (NOW) | 0.2 | $18M | +35% | 36k | 500.10 | |
| Kornit Digital SHS (KRNT) | 0.2 | $17M | +5% | 176k | 99.12 | |
| Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) | 0.2 | $17M | +65% | 824k | 21.13 | |
| Marvell Technology Group Ord (MRVL) | 0.2 | $17M | +56% | 344k | 48.98 | |
| Ishares Core Msci Emkt (IEMG) | 0.2 | $17M | -2% | 261k | 64.36 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $17M | +23% | 293k | 56.40 | |
| Netflix (NFLX) | 0.1 | $16M | +66% | 31k | 521.66 | |
| Palo Alto Networks (PANW) | 0.1 | $16M | +250% | 50k | 322.07 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $16M | -16% | 77k | 206.69 | |
| Vaneck Vectors Etf Tr Morningstar Wide (MOAT) | 0.1 | $16M | +17% | 228k | 69.28 | |
| Scotts Miracle-gro Cl A (SMG) | 0.1 | $16M | +47% | 64k | 244.96 | |
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.1 | $16M | -41% | 139k | 112.93 | |
| Etsy (ETSY) | 0.1 | $15M | -44% | 77k | 201.67 | |
| Invesco Exch Trd Slf Idx Bulshs 2022 Hy (BSJM) | 0.1 | $15M | +238% | 653k | 23.35 | |
| Zimmer Holdings (ZBH) | 0.1 | $15M | +7% | 94k | 160.09 | |
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.1 | $15M | +29% | 293k | 51.20 | |
| Teleflex Incorporated (TFX) | 0.1 | $15M | +13% | 36k | 415.47 | |
| Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) | 0.1 | $15M | +3% | 462k | 31.93 | |
| Facebook Cl A (FB) | 0.1 | $15M | +4% | 50k | 294.54 | |
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $15M | +34% | 266k | 54.72 | |
| Insulet Corporation (PODD) | 0.1 | $15M | +14% | 56k | 260.91 | |
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $14M | -7% | 289k | 49.72 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $14M | 155k | 91.60 | ||
| Invesco Exch Trd Slf Idx Bulshs 2021 Hy (BSJL) | 0.1 | $14M | -7% | 610k | 23.06 | |
| AeroVironment (AVAV) | 0.1 | $13M | +3% | 115k | 116.06 | |
| S&p Global (SPGI) | 0.1 | $13M | +1053% | 37k | 352.87 | |
| L3harris Technologies (LHX) | 0.1 | $13M | +16% | 62k | 202.68 | |
| Iqvia Holdings (IQV) | 0.1 | $13M | +11% | 65k | 193.14 | |
| Ritchie Bros. Auctioneers Inco (RBA) | 0.1 | $13M | +49% | 213k | 58.55 | |
| Activision Blizzard (ATVI) | 0.1 | $12M | -25% | 133k | 93.00 | |
| TJX Companies (TJX) | 0.1 | $12M | +14% | 187k | 66.15 | |
| Catalent (CTLT) | 0.1 | $12M | +6% | 117k | 105.31 | |
| Eventbrite Com Cl A (EB) | 0.1 | $12M | -28% | 550k | 22.16 | |
| Zoetis Cl A (ZTS) | 0.1 | $12M | +147% | 77k | 157.48 | |
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.1 | $12M | +18% | 271k | 44.36 | |
| Chevron Corporation (CVX) | 0.1 | $12M | +5% | 114k | 104.79 | |
| Wells Fargo & Company (WFC) | 0.1 | $12M | +5% | 304k | 39.07 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $12M | +161985% | 154k | 75.90 | |
| Frontdoor (FTDR) | 0.1 | $12M | +2% | 214k | 53.75 | |
| FleetCor Technologies (FLT) | 0.1 | $11M | +14% | 43k | 268.63 | |
| Svmk Inc ordinary shares (SVMK) | 0.1 | $11M | +113% | 615k | 18.32 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $11M | -19% | 81k | 135.45 | |
| Zynga Cl A (ZNGA) | 0.1 | $11M | +61% | 1.1M | 10.21 | |
| Bruker Corporation (BRKR) | 0.1 | $11M | +2% | 168k | 64.28 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $11M | +21% | 91k | 116.05 | |
| Pinterest Cl A (PINS) | 0.1 | $10M | +4% | 139k | 74.03 | |
| Infosys Sponsored Adr (INFY) | 0.1 | $10M | -14% | 548k | 18.72 | |
| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $10M | -17% | 189k | 53.97 | |
| Spdr Ser Tr BLMBRG BRC CNVRT (CWB) | 0.1 | $10M | -8% | 122k | 83.35 | |
| Healthequity (HQY) | 0.1 | $10M | 148k | 68.00 | ||
| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.1 | $10M | +41% | 224k | 44.64 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $9.8M | +4% | 45k | 220.93 | |
| Home Depot (HD) | 0.1 | $9.6M | +50% | 32k | 305.26 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $9.5M | -14% | 62k | 152.23 | |
| Bank of America Corporation (BAC) | 0.1 | $9.4M | +14% | 243k | 38.69 | |
| Inari Medical Ord (NARI) | 0.1 | $9.3M | +2% | 87k | 107.00 | |
| First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) | 0.1 | $9.3M | +2% | 351k | 26.38 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $8.9M | +22% | 163k | 54.64 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $8.8M | -6% | 135k | 65.21 | |
| First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) | 0.1 | $8.8M | +4% | 146k | 60.11 | |
| Establishment Labs Holdings Ord (ESTA) | 0.1 | $8.7M | 139k | 62.53 | ||
| National Vision Hldgs (EYE) | 0.1 | $8.6M | +2% | 196k | 43.83 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $8.5M | -19% | 84k | 101.09 | |
| Gohealth Com Cl A (GOCO) | 0.1 | $8.5M | NEW | 728k | 11.69 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $8.4M | -16% | 63k | 132.82 | |
| Thomson Reuters Corp. Com New (TRI) | 0.1 | $8.4M | -5% | 96k | 87.57 | |
| Siteone Landscape Supply (SITE) | 0.1 | $8.4M | 49k | 170.75 | ||
| Sanofi Sponsored Adr (SNY) | 0.1 | $8.4M | 169k | 49.46 | ||
| Toyota Motor Corp Sp Adr Rep2com (TM) | 0.1 | $8.3M | -4% | 53k | 156.06 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $8.2M | +1534% | 11k | 738.93 | |
| NVIDIA Corporation (NVDA) | 0.1 | $8.2M | 15k | 533.95 | ||
| Unilever Spon Adr New (UL) | 0.1 | $8.2M | +14% | 146k | 55.83 | |
| Myriad Genetics (MYGN) | 0.1 | $8.1M | -9% | 266k | 30.45 | |
| Align Technology (ALGN) | 0.1 | $8.1M | -12% | 15k | 541.54 | |
| Total Se Sponsored Ads (TOT) | 0.1 | $8.1M | -2% | 174k | 46.54 | |
| Walt Disney Company (DIS) | 0.1 | $8.1M | +12% | 44k | 184.52 | |
| Chubb (CB) | 0.1 | $8.1M | -4% | 51k | 157.97 | |
| Pagerduty (PD) | 0.1 | $8.1M | +3% | 200k | 40.23 | |
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $8.0M | -8% | 114k | 70.28 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $8.0M | -38% | 61k | 130.05 | |
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.1 | $7.9M | -95% | 119k | 66.67 | |
| Omni (OMC) | 0.1 | $7.7M | -6% | 104k | 74.15 | |
| Twilio Cl A (TWLO) | 0.1 | $7.7M | +436% | 23k | 340.76 | |
| Telus Ord (TU) | 0.1 | $7.6M | -4% | 383k | 19.93 | |
| Avalara (AVLR) | 0.1 | $7.6M | NEW | 57k | 133.43 | |
| Zuora Com Cl A (ZUO) | 0.1 | $7.6M | +3% | 512k | 14.80 | |
| Guardant Health (GH) | 0.1 | $7.6M | +12% | 50k | 152.65 | |
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.1 | $7.5M | +49% | 76k | 99.18 | |
| Wisdomtree Tr Us Qlt Shrhd Yld (QSY) | 0.1 | $7.4M | -25% | 66k | 112.60 | |
| Canon Sponsored Adr (CAJ) | 0.1 | $7.4M | 326k | 22.77 | ||
| Vocera Communications (VCRA) | 0.1 | $7.4M | 193k | 38.46 | ||
| Bce Com New (BCE) | 0.1 | $7.4M | 164k | 45.14 | ||
| Palomar Hldgs (PLMR) | 0.1 | $7.4M | -19% | 110k | 67.04 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $7.3M | 86k | 85.48 | ||
| Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) | 0.1 | $7.2M | -24% | 106k | 68.07 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $7.1M | 106k | 67.42 | ||
| Irhythm Technologies (IRTC) | 0.1 | $7.0M | 50k | 138.86 | ||
| Varonis Sys (VRNS) | 0.1 | $7.0M | NEW | 135k | 51.34 | |
| Smiledirectclub Cl A Com (SDC) | 0.1 | $6.9M | +4% | 672k | 10.31 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $6.9M | -2% | 62k | 111.97 | |
| Invesco Exchange Traded Fd T S&P SML600 GWT (RZG) | 0.1 | $6.9M | -3% | 44k | 157.45 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.1 | $6.9M | +6% | 648k | 10.65 | |
| Vonage Holdings (VG) | 0.1 | $6.8M | +3% | 579k | 11.82 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $6.8M | -23% | 93k | 72.92 | |
| First Tr Exchange-traded Ssi Strg Etf (FCVT) | 0.1 | $6.8M | -44% | 135k | 50.21 | |
| Liveramp Holdings (RAMP) | 0.1 | $6.7M | 129k | 51.88 | ||
| Glaxosmithkline Sponsored Adr (GSK) | 0.1 | $6.6M | +5% | 186k | 35.69 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $6.6M | -14% | 71k | 93.03 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $6.5M | +7% | 29k | 221.33 | |
| Ball Corporation (BLL) | 0.1 | $6.5M | +13% | 76k | 84.74 | |
| Illumina (ILMN) | 0.1 | $6.4M | -57% | 17k | 384.07 | |
| Abbvie (ABBV) | 0.1 | $6.3M | -26% | 58k | 108.21 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $6.2M | +5% | 3.0k | 2068.77 | |
Past Filings by CWM
SEC 13F filings are viewable for CWM going back to 2013
- CWM 2021 Q1 filed April 27, 2021
- CWM 2020 Q4 filed Jan. 27, 2021
- CWM 2020 Q3 filed Oct. 19, 2020
- CWM 2020 Q2 filed July 22, 2020
- CWM 2020 Q1 filed April 28, 2020
- CWM 2019 Q4 filed Jan. 27, 2020
- CWM 2019 Q3 filed Oct. 22, 2019
- CWM 2019 Q2 filed July 31, 2019
- CWM 2019 Q1 filed April 22, 2019
- CWM 2018 Q4 filed Jan. 25, 2019
- CWM 2018 Q3 filed Oct. 29, 2018
- CWM 2018 Q2 filed July 31, 2018
- CWM 2018 Q1 filed April 26, 2018
- CWM 2017 Q4 filed Jan. 16, 2018
- CWM 2017 Q3 filed Oct. 16, 2017
- CWM 2017 Q2 filed July 17, 2017