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Cwm, Llc

Portfolio Manager
Cwm, Llc
Performance
-4.42% (2026 Q1)
AUM (13F)
$38.05B
# of Holdings
5645
Performance Rank
Allocation (Top 20)
27.36%

Cwm, Llc Holdings Map

Top 50 Cwm, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
2.39%1.39M$910.9M
-2.88%(-41.28K)
2025-Q1: 1.80M shares2025-Q2: 1.23M shares2025-Q3: 1.35M shares2025-Q4: 1.44M shares2026-Q1: 1.39M shares
$348.68(+115.54%)
2026-03-31
SPYM
SPDR SERIES TRUST
2.26%11.26M$861.5M
+8.65%(+895.77K)
2025-Q1: 8.48M shares2025-Q2: 9.94M shares2025-Q3: 9.96M shares2025-Q4: 10.36M shares2026-Q1: 11.26M shares
$58.04(+51.71%)
2026-03-31
IUSB
ISHARES TR
2.14%17.62M$813.7M
+2.46%(+422.50K)
2025-Q1: 18.07M shares2025-Q2: 17.38M shares2025-Q3: 17.11M shares2025-Q4: 17.19M shares2026-Q1: 17.62M shares
$47.05(-2.30%)
2026-03-31
SPDW
SPDR INDEX SHS FDS
2.12%17.68M$807.2M
+13.93%(+2.16M)
2025-Q1: 12.97M shares2025-Q2: 14.18M shares2025-Q3: 14.63M shares2025-Q4: 15.52M shares2026-Q1: 17.68M shares
$35.28(+42.40%)
2026-03-31
AAPL
APPLE INC
1.82%2.73M$693.1M
+0.76%(+20.62K)
2025-Q1: 2.29M shares2025-Q2: 2.31M shares2025-Q3: 2.51M shares2025-Q4: 2.71M shares2026-Q1: 2.73M shares
$158.68(+87.93%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.59%3.47M$605.9M
+2.97%(+100.07K)
2025-Q1: 2.92M shares2025-Q2: 2.96M shares2025-Q3: 3.29M shares2025-Q4: 3.37M shares2026-Q1: 3.47M shares
$72.12(+226.88%)
2026-03-31
IVE
ISHARES TR
1.42%2.57M$542.0M
-0.48%(-12.33K)
2025-Q1: 1.81M shares2025-Q2: 1.87M shares2025-Q3: 1.88M shares2025-Q4: 2.58M shares2026-Q1: 2.57M shares
$180.01(+25.08%)
2026-03-31
IVW
ISHARES TR
1.42%4.78M$540.4M
+0.06%(+2.66K)
2025-Q1: 5.37M shares2025-Q2: 5.24M shares2025-Q3: 4.80M shares2025-Q4: 4.78M shares2026-Q1: 4.78M shares
$72.01(+92.89%)
2026-03-31
CORO
BLACKROCK ETF TRUST
1.37%16.21M$521.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 16.21M shares
$31.61(+13.56%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
1.2%7.83M$455.6M
-2.30%(-184.54K)
2025-Q1: 8.02M shares2025-Q2: 7.86M shares2025-Q3: 7.91M shares2025-Q4: 8.01M shares2026-Q1: 7.83M shares
$42.88(+56.65%)
2026-03-31

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