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Home > Institutional Investor > Cm Wealth Advisors Llc > Profile

Instuitional Investor - Cm Wealth Advisors Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Cm Wealth Advisors Llc
Portfolio Value	$442,561,279

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	247,292	$84,813,737	19.16%
2.	Spdr Dow Jones Ind Avg Etf Trust	DIA	109,149	$52,540,338	11.87%
3.	Lincoln Electric Holdings Inc	LECO	141,331	$33,980,212	7.68%
4.	Ishares Trust	IEF	39,461	$27,028,417	6.11%
5.	Vanguard Index Fds - S&P 500 ETF SHS		40,336	$25,295,916	5.72%