CWM
Latest statistics and disclosures from CWM's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, ESGU, IUSB, GOVT, QUAL, and represent 26.78% of CWM's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$356M), IUSB (+$189M), QUAL (+$144M), ESGU (+$103M), GOVT (+$69M), SCHG (+$60M), TLH (+$58M), SPY (+$40M), ICVT (+$36M), ESGE (+$33M).
- Started 386 new stock positions in FSBW, SCU, NFE, IRWD, ADME, TPC, Petra Acquisition, PCSB, DSP, Vesper Healthcare Acquisit A.
- Reduced shares in these 10 stocks: VLUE (-$167M), IXG (-$118M), EFV (-$90M), SMLF (-$79M), TIP (-$70M), FALN (-$64M), IGSB (-$50M), UNH (-$48M), IEFA (-$42M), MRVL (-$34M).
- Sold out of its positions in AAON, AWP, AGD, ACIW, ATY, ADX, AMTX, AEG, AGYS, UAVS.
- CWM was a net buyer of stock by $707M.
- CWM has $14B in assets under management (AUM), dropping by -0.59%.
- 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
Companies in the CWM portfolio as of the March 2022 quarterly 13F filing
CWM has 3653 total positions. Only the first 250 positions are shown.
- Sign up to view all of the CWM March 31, 2022 positions
- Download the CWM March 2022 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 8.8 | $1.2B | +39% | 2.8M | 453.69 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 6.4 | $910M | +12% | 9.0M | 101.35 | |
Ishares Tr Core Total Usd (IUSB) | 5.0 | $713M | +36% | 14M | 49.63 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 4.2 | $598M | +13% | 24M | 24.91 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.3 | $326M | +78% | 2.4M | 134.63 | |
Ishares Tr Core Msci Eafe (IEFA) | 2.1 | $294M | -12% | 4.2M | 69.51 | |
Ishares Tr Eafe Value Etf (EFV) | 1.9 | $268M | -25% | 5.3M | 50.26 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 1.7 | $235M | +7% | 1.4M | 168.27 | |
Ishares Tr Msci Usa Min Vol (USMV) | 1.6 | $232M | +12% | 3.0M | 77.57 | |
Ishares Tr Msci Usa Value (VLUE) | 1.4 | $200M | -45% | 1.9M | 104.57 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $176M | +29% | 389k | 451.64 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $164M | +2% | 453k | 362.54 | |
Ishares Tr Faln Angls Usd (FALN) | 1.1 | $161M | -28% | 5.8M | 27.76 | |
Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $160M | -10% | 1.5M | 107.88 | |
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Apple (AAPL) | 1.1 | $156M | +12% | 892k | 174.61 | |
Ishares Esg Awr Msci Em (ESGE) | 1.1 | $150M | +28% | 4.1M | 36.73 | |
Ishares Tr Tips Bd Etf (TIP) | 1.0 | $146M | -32% | 1.2M | 124.57 | |
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 1.0 | $146M | -11% | 3.6M | 40.05 | |
Microsoft Corporation (MSFT) | 1.0 | $145M | 470k | 308.31 | ||
Ishares Tr U.s. Energy Etf (IYE) | 0.9 | $132M | +14% | 3.2M | 40.92 | |
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.9 | $131M | +17% | 1.3M | 100.16 | |
Amazon (AMZN) | 0.8 | $111M | +17% | 34k | 3259.93 | |
Vanguard Index Fds Growth Etf (VUG) | 0.8 | $109M | +12% | 380k | 287.60 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.8 | $109M | +123% | 1.5M | 74.82 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.8 | $108M | +3% | 1.4M | 76.38 | |
Ishares Tr Msci Usa Sml Cp (SMLF) | 0.8 | $107M | -42% | 2.0M | 54.57 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.7 | $106M | +2% | 680k | 155.72 | |
Ishares Tr Global Tech Etf (IXN) | 0.7 | $97M | -8% | 1.7M | 58.01 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.7 | $93M | -24% | 965k | 96.27 | |
Ishares Tr Investment Grade (IGEB) | 0.6 | $90M | +2% | 1.8M | 48.53 | |
Ishares Tr Msci Intl Multft (INTF) | 0.6 | $87M | +2% | 3.1M | 27.67 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $84M | -2% | 783k | 107.10 | |
Pimco Etf Tr Active Bd Etf (BOND) | 0.6 | $82M | +11% | 807k | 101.78 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $79M | +31% | 224k | 352.91 | |
Strategy Day Hagan Ned (SSUS) | 0.5 | $77M | +11% | 2.2M | 35.57 | |
Ishares Tr Mbs Etf (MBB) | 0.5 | $74M | -5% | 728k | 101.87 | |
Wisdomtree Tr Us High Dividend (DHS) | 0.5 | $74M | +14% | 837k | 88.09 | |
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.5 | $69M | +24% | 708k | 97.53 | |
Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.5 | $66M | +12% | 2.2M | 29.65 | |
Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.5 | $65M | +14% | 2.3M | 27.79 | |
Eli Lilly & Co. (LLY) | 0.4 | $62M | +45% | 217k | 286.37 | |
Ishares Msci Emerg Mkt (EMGF) | 0.4 | $60M | 1.2M | 48.39 | ||
Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $60M | +4% | 21k | 2781.38 | |
Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.4 | $58M | +3609175% | 433k | 134.61 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $57M | +99% | 717k | 78.89 | |
Global X Fds Nasdaq 100 Cover (QYLD) | 0.4 | $55M | +26% | 2.6M | 20.97 | |
Ishares Tr Esg Awre Usd Etf (SUSC) | 0.4 | $54M | +12% | 2.1M | 25.13 | |
Ishares Tr Msci Global Imp (SDG) | 0.4 | $53M | -4% | 623k | 85.30 | |
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.4 | $53M | -15% | 996k | 53.13 | |
Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.4 | $53M | +2% | 990k | 53.00 | |
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.3 | $49M | -4% | 981k | 49.98 | |
Ishares Tr Broad Usd High (USHY) | 0.3 | $48M | +23% | 1.2M | 38.86 | |
Wisdomtree Tr Us Hgh Yld Corp (WFHY) | 0.3 | $48M | +22% | 968k | 49.34 | |
Northrop Grumman Corporation (NOC) | 0.3 | $47M | +65% | 104k | 447.22 | |
Procter & Gamble Company (PG) | 0.3 | $45M | +2% | 296k | 152.80 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $44M | 556k | 79.54 | ||
Allstate Corporation (ALL) | 0.3 | $43M | +4% | 313k | 138.51 | |
Global X Fds Us Pfd Etf (PFFD) | 0.3 | $43M | +26% | 1.8M | 23.50 | |
Pfizer (PFE) | 0.3 | $43M | 820k | 51.77 | ||
Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.3 | $42M | +5% | 753k | 55.58 | |
Johnson & Johnson (JNJ) | 0.3 | $41M | +3% | 230k | 177.23 | |
Wal-Mart Stores (WMT) | 0.3 | $38M | +2% | 257k | 148.92 | |
Merck & Co (MRK) | 0.3 | $38M | +16% | 465k | 82.05 | |
Oracle Corporation (ORCL) | 0.3 | $38M | 461k | 82.73 | ||
Verizon Communications (VZ) | 0.3 | $37M | +4% | 724k | 50.94 | |
Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.3 | $37M | +18% | 545k | 67.62 | |
Public Storage (PSA) | 0.3 | $36M | 93k | 390.28 | ||
Cisco Systems (CSCO) | 0.3 | $36M | -7% | 650k | 55.76 | |
Ishares Tr Core Div Grwth (DGRO) | 0.3 | $36M | +151% | 674k | 53.41 | |
Visa Com Cl A (V) | 0.3 | $36M | -40% | 162k | 221.77 | |
Lockheed Martin Corporation (LMT) | 0.3 | $36M | -14% | 81k | 441.40 | |
Ishares Tr Conv Bd Etf (ICVT) | 0.3 | $36M | +826880% | 430k | 83.32 | |
Republic Services (RSG) | 0.3 | $36M | 270k | 132.50 | ||
Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $35M | 105k | 337.23 | ||
UnitedHealth (UNH) | 0.2 | $35M | -57% | 69k | 509.97 | |
Travelers Companies (TRV) | 0.2 | $34M | +697% | 187k | 182.73 | |
Intel Corporation (INTC) | 0.2 | $34M | +17% | 690k | 49.56 | |
Service Corporation International (SCI) | 0.2 | $34M | 519k | 65.82 | ||
Target Corporation (TGT) | 0.2 | $34M | +2% | 159k | 212.22 | |
Dominion Resources (D) | 0.2 | $33M | 383k | 84.97 | ||
Wec Energy Group (WEC) | 0.2 | $32M | 321k | 99.81 | ||
Us Bancorp Del Com New (USB) | 0.2 | $32M | 598k | 53.15 | ||
Bristol Myers Squibb (BMY) | 0.2 | $32M | +272% | 434k | 73.03 | |
Advanced Micro Devices (AMD) | 0.2 | $31M | -8% | 287k | 109.34 | |
Dollar General (DG) | 0.2 | $31M | 139k | 222.63 | ||
At&t (T) | 0.2 | $30M | +6% | 1.3M | 23.63 | |
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.2 | $30M | +8154% | 1.0M | 28.43 | |
Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.2 | $30M | -33% | 1.2M | 24.63 | |
Ishares Tr Core Msci Euro (IEUR) | 0.2 | $29M | +33% | 548k | 53.40 | |
Ishares Tr Esg Aware Msci (ESML) | 0.2 | $29M | -9% | 767k | 38.04 | |
Palo Alto Networks (PANW) | 0.2 | $29M | -16% | 47k | 622.52 | |
Managed Portfolio Series Tortoise Nram Pi (TPYP) | 0.2 | $29M | +39% | 1.1M | 26.49 | |
Cigna Corp (CI) | 0.2 | $29M | 120k | 239.61 | ||
Smucker J M Com New (SJM) | 0.2 | $29M | +15770% | 212k | 135.41 | |
Digital Realty Trust (DLR) | 0.2 | $28M | +7335% | 200k | 141.80 | |
Victory Portfolios Ii Vcshs Us Eq Incm (CDC) | 0.2 | $28M | +5% | 393k | 71.86 | |
Marvell Technology Group Ord | 0.2 | $28M | NEW | 391k | 71.71 | |
Fidelity Covington Trust Total Bd Etf (FBND) | 0.2 | $28M | 559k | 49.77 | ||
Home Depot (HD) | 0.2 | $28M | +8% | 93k | 299.33 | |
CBOE Holdings (CBOE) | 0.2 | $28M | +2% | 242k | 114.42 | |
Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.2 | $28M | +17% | 574k | 47.85 | |
Gilead Sciences (GILD) | 0.2 | $27M | 459k | 59.45 | ||
Kimberly-Clark Corporation (KMB) | 0.2 | $27M | +2% | 218k | 123.16 | |
Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $27M | +145% | 354k | 75.87 | |
Abbott Laboratories (ABT) | 0.2 | $27M | +3% | 225k | 118.36 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $26M | -6% | 98k | 268.34 | |
Nextera Energy (NEE) | 0.2 | $26M | +4% | 311k | 84.71 | |
First Tr Exchange-traded Dorsy Wr Momnt (DVOL) | 0.2 | $26M | -10% | 917k | 28.65 | |
Honeywell International (HON) | 0.2 | $26M | +3% | 133k | 194.58 | |
Waste Management (WM) | 0.2 | $26M | 163k | 158.50 | ||
salesforce (CRM) | 0.2 | $26M | +10% | 121k | 212.32 | |
Intuitive Surgical Com New (ISRG) | 0.2 | $25M | 84k | 301.68 | ||
Servicenow (NOW) | 0.2 | $25M | 45k | 556.89 | ||
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) | 0.2 | $25M | 336k | 74.70 | ||
Zoetis Cl A (ZTS) | 0.2 | $25M | +15% | 131k | 188.59 | |
Everest Re Group (RE) | 0.2 | $24M | 81k | 301.38 | ||
Adobe Systems Incorporated (ADBE) | 0.2 | $24M | -2% | 54k | 455.62 | |
Intercontinental Exchange (ICE) | 0.2 | $24M | 184k | 132.12 | ||
C H Robinson Worldwide Com New (CHRW) | 0.2 | $24M | 226k | 107.71 | ||
Ishares Tr Barclays 7 10 Yr (IEF) | 0.2 | $24M | +35% | 224k | 107.47 | |
Chevron Corporation (CVX) | 0.2 | $24M | -7% | 147k | 162.83 | |
Deckers Outdoor Corporation (DECK) | 0.2 | $24M | +6% | 86k | 273.77 | |
Evergy (EVRG) | 0.2 | $24M | 344k | 68.34 | ||
Vanguard Index Fds Value Etf (VTV) | 0.2 | $23M | +136% | 158k | 147.78 | |
Comcast Corp Cl A (CMCSA) | 0.2 | $23M | +5% | 494k | 46.82 | |
T. Rowe Price (TROW) | 0.2 | $23M | +33% | 153k | 151.19 | |
Mid-America Apartment (MAA) | 0.2 | $23M | 110k | 209.45 | ||
NVIDIA Corporation (NVDA) | 0.2 | $23M | +12% | 84k | 272.86 | |
Hormel Foods Corporation (HRL) | 0.2 | $23M | 441k | 51.54 | ||
Medtronic SHS (MDT) | 0.2 | $23M | 205k | 110.95 | ||
Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.2 | $23M | +19% | 518k | 43.76 | |
Invesco Exch Trd Slf Idx Bulshs 2022 Hy (BSJM) | 0.2 | $22M | +3% | 954k | 22.91 | |
Insulet Corporation (PODD) | 0.2 | $22M | 82k | 266.39 | ||
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $22M | 52k | 415.16 | ||
Ishares Core Msci Emkt (IEMG) | 0.2 | $22M | +12% | 389k | 55.55 | |
Verisk Analytics (VRSK) | 0.2 | $22M | +22896% | 101k | 214.63 | |
Tesla Motors (TSLA) | 0.2 | $21M | +40% | 20k | 1077.62 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $21M | -2% | 322k | 66.21 | |
Invesco Actively Managed Etf Total Return (GTO) | 0.1 | $21M | 404k | 52.45 | ||
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $21M | -11% | 1.1M | 19.02 | |
Bank of New York Mellon Corporation (BK) | 0.1 | $21M | -18% | 422k | 49.63 | |
Etf Ser Solutions Aptus Defined (DRSK) | 0.1 | $21M | +137% | 737k | 27.97 | |
Keysight Technologies (KEYS) | 0.1 | $20M | -15% | 128k | 157.97 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $20M | +28% | 393k | 51.55 | |
Align Technology (ALGN) | 0.1 | $20M | +20% | 46k | 436.00 | |
Franklin Resources (BEN) | 0.1 | $19M | 690k | 27.92 | ||
Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $19M | +26% | 519k | 36.87 | |
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $19M | +59% | 6.7k | 2793.15 | |
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 0.1 | $18M | +7% | 870k | 21.10 | |
Netflix (NFLX) | 0.1 | $18M | +20% | 48k | 374.59 | |
S&p Global (SPGI) | 0.1 | $18M | 43k | 410.19 | ||
Union Pacific Corporation (UNP) | 0.1 | $18M | +300% | 65k | 273.21 | |
First Tr Exchange-traded Nasdq Oil Gas (FTXN) | 0.1 | $17M | +1321% | 657k | 26.49 | |
Invesco Actively Managed Etf S&p500 Downsid (PHDG) | 0.1 | $17M | 481k | 36.14 | ||
Edwards Lifesciences (EW) | 0.1 | $17M | 147k | 117.72 | ||
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $17M | 171k | 100.94 | ||
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $17M | +6% | 503k | 34.28 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $17M | +11% | 74k | 227.67 | |
Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $17M | +220% | 192k | 86.62 | |
Ball Corporation (BLL) | 0.1 | $17M | +195% | 184k | 90.00 | |
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.1 | $16M | +15% | 300k | 54.48 | |
First Tr Exchange-traded Nasdaq Transn (FTXR) | 0.1 | $16M | -3% | 505k | 32.31 | |
Irhythm Technologies (IRTC) | 0.1 | $16M | -12% | 103k | 157.47 | |
Goldman Sachs Etf Tr Aces Ultra Shr (GSST) | 0.1 | $16M | NEW | 322k | 50.19 | |
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.1 | $16M | +152% | 318k | 50.27 | |
First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.1 | $16M | -6% | 105k | 152.49 | |
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $16M | -7% | 128k | 122.05 | |
Ishares Tr National Mun Etf (MUB) | 0.1 | $16M | +27% | 142k | 109.64 | |
First Tr Exchange Traded Indls Prod Dur (FXR) | 0.1 | $16M | -6% | 274k | 56.52 | |
Progressive Corporation (PGR) | 0.1 | $15M | +647% | 135k | 113.99 | |
First Tr Exchange Traded Consumr Discre (FXD) | 0.1 | $15M | -2% | 281k | 54.48 | |
Metropcs Communications (TMUS) | 0.1 | $15M | +746% | 119k | 128.35 | |
stock (SPLK) | 0.1 | $15M | +327% | 100k | 148.61 | |
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.1 | $15M | -30% | 297k | 49.83 | |
CSX Corporation (CSX) | 0.1 | $15M | +1592% | 393k | 37.45 | |
Generac Holdings (GNRC) | 0.1 | $15M | -12% | 49k | 297.26 | |
Terminix Global Holdings (TMX) | 0.1 | $15M | -14% | 320k | 45.63 | |
Wisdomtree Tr Glb Us Qtly Div (DNL) | 0.1 | $14M | +27% | 362k | 39.72 | |
Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $14M | -11% | 277k | 51.64 | |
Facebook Cl A (FB) | 0.1 | $14M | +69% | 63k | 222.36 | |
Avantor (AVTR) | 0.1 | $14M | -4% | 401k | 33.82 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $13M | -54% | 98k | 132.08 | |
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) | 0.1 | $13M | -17% | 691k | 18.58 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $13M | +14% | 94k | 136.32 | |
Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $13M | +3% | 176k | 71.01 | |
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $12M | 249k | 49.58 | ||
Twilio Cl A (TWLO) | 0.1 | $12M | 74k | 164.81 | ||
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $12M | +27% | 210k | 57.59 | |
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.1 | $12M | +3% | 252k | 47.65 | |
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.1 | $12M | +85% | 215k | 53.87 | |
Select Sector Spdr Tr Technology (XLK) | 0.1 | $11M | -20% | 72k | 158.94 | |
Invesco Activly Mangd Etc Optimum Yield (PDBC) | 0.1 | $11M | +5983% | 644k | 17.64 | |
First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $11M | -2% | 241k | 47.05 | |
Scotts Miracle-gro Cl A (SMG) | 0.1 | $11M | -19% | 92k | 122.96 | |
Pimco Etf Tr 0-5 High Yield (HYS) | 0.1 | $11M | -4% | 117k | 96.21 | |
Novo-nordisk A S Adr (NVO) | 0.1 | $11M | 99k | 111.05 | ||
Wells Fargo & Company (WFC) | 0.1 | $11M | -12% | 225k | 48.46 | |
Indexiq Etf Tr Lng Sht Track (QLS) | 0.1 | $11M | +8% | 403k | 26.73 | |
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.1 | $11M | +117223% | 219k | 49.08 | |
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB) | 0.1 | $11M | +45% | 183k | 58.44 | |
Costco Wholesale Corporation (COST) | 0.1 | $11M | +9% | 19k | 575.83 | |
Catalent (CTLT) | 0.1 | $11M | -20% | 95k | 110.90 | |
Infosys Sponsored Adr (INFY) | 0.1 | $10M | -4% | 408k | 24.89 | |
Exxon Mobil Corporation (XOM) | 0.1 | $10M | +8% | 121k | 82.59 | |
Abbvie (ABBV) | 0.1 | $9.9M | -18% | 61k | 162.10 | |
Etf Ser Solutions Aptus Drawdown (ADME) | 0.1 | $9.8M | NEW | 241k | 40.94 | |
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) | 0.1 | $9.8M | +30% | 171k | 57.40 | |
AeroVironment (AVAV) | 0.1 | $9.6M | -11% | 102k | 94.14 | |
Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $9.5M | +11% | 148k | 64.28 | |
Driven Brands Hldgs (DRVN) | 0.1 | $9.5M | -20% | 361k | 26.28 | |
Thomson Reuters Corp. Com New (TRI) | 0.1 | $9.3M | 86k | 108.85 | ||
Sony Corp Sponsored Adr (SONY) | 0.1 | $9.3M | 90k | 102.71 | ||
J P Morgan Exchange-traded F Betbuld Japan | 0.1 | $9.3M | NEW | 183k | 50.74 | |
Toyota Motor Corp Sp Adr Rep2com (TM) | 0.1 | $9.2M | 51k | 180.24 | ||
Commerce Bancshares (CBSH) | 0.1 | $9.2M | +850% | 129k | 71.59 | |
Pepsi (PEP) | 0.1 | $9.1M | -22% | 54k | 167.38 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $9.0M | +41% | 17.00 | 528941.18 | |
Bce Com New (BCE) | 0.1 | $9.0M | 162k | 55.46 | ||
Glaxosmithkline Sponsored Adr (GSK) | 0.1 | $8.9M | 203k | 43.56 | ||
Check Point Software Tech Lt Ord (CHKP) | 0.1 | $8.8M | 64k | 138.26 | ||
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $8.8M | +65% | 81k | 108.37 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $8.8M | +24% | 59k | 149.67 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $8.7M | +22% | 78k | 112.26 | |
Svmk Inc ordinary shares | 0.1 | $8.7M | NEW | 535k | 16.26 | |
Total Se Sponsored Ads (TTE) | 0.1 | $8.7M | 171k | 50.54 | ||
Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $8.7M | +276% | 49k | 177.21 | |
Healthequity (HQY) | 0.1 | $8.6M | -8% | 128k | 67.44 | |
Zynga Cl A (ZNGA) | 0.1 | $8.6M | NEW | 928k | 9.24 | |
Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $8.2M | +5% | 291k | 28.28 | |
Canon Sponsored Adr (CAJ) | 0.1 | $8.2M | +3% | 338k | 24.31 | |
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $8.2M | +871% | 155k | 53.06 | |
Establishment Labs Holdings Ord (ESTA) | 0.1 | $8.2M | -13% | 121k | 67.39 | |
Peloton Interactive Cl A Com (PTON) | 0.1 | $8.1M | +57% | 308k | 26.42 | |
Vaneck Vectors Etf Tr Intrmdt Muni Etf (ITM) | 0.1 | $8.1M | +53% | 171k | 47.32 | |
Novartis Sponsored Adr (NVS) | 0.1 | $8.1M | +3% | 92k | 87.75 | |
Strategy Newfound Reslv (ROMO) | 0.1 | $8.1M | NEW | 292k | 27.64 | |
Sanofi Sponsored Adr (SNY) | 0.1 | $8.0M | +2% | 156k | 51.34 | |
Walt Disney Company (DIS) | 0.1 | $7.9M | +11% | 58k | 137.16 | |
First Tr Value Line Divid In SHS (FVD) | 0.1 | $7.8M | +20% | 185k | 42.30 | |
Pagerduty (PD) | 0.1 | $7.8M | -31% | 228k | 34.19 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $7.7M | +7% | 28k | 277.62 | |
Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) | 0.1 | $7.6M | +72% | 311k | 24.51 | |
Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $7.6M | +51% | 202k | 37.45 | |
Fs Kkr Capital Corp (FSK) | 0.1 | $7.5M | -2% | 329k | 22.82 | |
National Vision Hldgs (EYE) | 0.1 | $7.5M | -12% | 172k | 43.57 | |
Unilever Spon Adr New (UL) | 0.1 | $7.5M | +6% | 164k | 45.57 | |
Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 0.1 | $7.5M | -11% | 212k | 35.27 | |
Wisdomtree Tr Us Qlt Shrhd Yld (WTV) | 0.1 | $7.4M | -2% | 121k | 61.59 | |
Varonis Sys (VRNS) | 0.1 | $7.3M | -13% | 154k | 47.54 | |
Jfrog Ord Shs (FROG) | 0.1 | $7.3M | -10% | 271k | 26.95 |
Past Filings by CWM
SEC 13F filings are viewable for CWM going back to 2013
- 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
- CWM 2021 Q2 restated filed Sept. 15, 2021
- CWM 2019 Q2 restated filed Sept. 14, 2021
- CWM 2019 Q3 restated filed Sept. 14, 2021
- CWM 2019 Q4 restated filed Sept. 14, 2021
- CWM 2019 Q1 restated filed Sept. 2, 2021
- CWM 2021 Q2 filed July 29, 2021
- CWM 2021 Q1 filed April 27, 2021
- CWM 2020 Q4 filed Jan. 27, 2021
- CWM 2020 Q3 filed Oct. 19, 2020