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Home > Institutional Investor > Cwm Advisors, Llc > Profile

Instuitional Investor - Cwm Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Cwm Advisors, Llc
Portfolio Value $841,290,999
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 932,160 $22,688,774 2.7%
2.
Progressive Corp
 PGR 58,215 $16,475,427 1.96%
3.
Northern Lts Fd Tr Iv - INSPIRE INTL ETF
 518,265 $15,933,946 1.89%
4.
Caterpillar Inc
 CAT 46,037 $15,182,961 1.8%
5.
Northern Lts Fd Tr Iv
 584,723 $13,887,172 1.65%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)