Top 50 Cwm, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 2.39% | 1.39M | $910.9M | -2.88%(-41.28K) | $348.68(+115.54%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.26% | 11.26M | $861.5M | +8.65%(+895.77K) | $58.04(+51.71%) | 2026-03-31 | |
| IUSB | ISHARES TR | 2.14% | 17.62M | $813.7M | +2.46%(+422.50K) | $47.05(-2.30%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 2.12% | 17.68M | $807.2M | +13.93%(+2.16M) | $35.28(+42.40%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.82% | 2.73M | $693.1M | +0.76%(+20.62K) | $158.68(+87.93%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.59% | 3.47M | $605.9M | +2.97%(+100.07K) | $72.12(+226.88%) | 2026-03-31 | |
| IVE | ISHARES TR | 1.42% | 2.57M | $542.0M | -0.48%(-12.33K) | $180.01(+25.08%) | 2026-03-31 | |
| IVW | ISHARES TR | 1.42% | 4.78M | $540.4M | +0.06%(+2.66K) | $72.01(+92.89%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 1.37% | 16.21M | $521.1M | new | $31.61(+13.56%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 1.2% | 7.83M | $455.6M | -2.30%(-184.54K) | $42.88(+56.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.02% | +36.83% |
| Top 20 Holdings Unweighted | +10.60% | +35.31% |
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