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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 $909,261,228
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Northern Lts Fd Tr Iv
 632,560 $14,922,097 1.64%
2.
Wisdomtree Tr
 296,075 $14,874,808 1.63%
3.
Caterpillar Inc
 CAT 49,788 $14,720,830 1.61%
4.
Servicenow Inc.
 NOW 20,110 $14,207,835 1.56%
5.
Northern Lts Fd Tr Iv
 429,797 $12,691,894 1.39%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)