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Home > Institutional Investor > Cm Wealth Advisors Llc > Profile

Instuitional Investor - Cm Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Cm Wealth Advisors Llc
Portfolio Value $232,617,088
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 201,147 $44,934,228 19.31%
2.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 109,370 $41,309,354 17.75%
3.
Lincoln Electric Holdings Inc
 LECO 178,942 $39,039,776 16.78%
4.
Vanguard Index Fds
 56,516 $24,686,189 10.61%
5.
Ishares Trust
 IEF 47,702 $7,409,552 3.18%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)