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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 $2,373,255,996
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 282,326 $99,150,004 4.18%
2.
Caterpillar Inc
 CAT 79,445 $64,412,824 2.71%
3.
Kla Corp
 KLAC 272,985 $53,212,966 2.24%
4.
Amphenol Corp
 APH 523,101 $44,097,414 1.86%
5.
Arista Networks Inc.
 ANET 208,895 $42,528,904 1.79%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.