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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 $917,957,751
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Caterpillar Inc
 CAT 50,232 $19,500,395 2.12%
2.
Northern Lts Fd Tr Iv - INSPIRE INTL ETF
 468,358 $16,050,640 1.75%
3.
Schwab Strategic Trust
 FNDF 655,590 $15,983,284 1.74%
4.
Progressive Corp
 PGR 59,693 $15,929,674 1.74%
5.
Amphenol Corp
 APH 149,458 $14,758,978 1.61%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)