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Home > Institutional Investor > Cwh Capital Management, Inc. > Profile

Instuitional Investor - Cwh Capital Management, Inc.

Fund Profile
Filing Period:
Fund Name: Cwh Capital Management, Inc.
Portfolio Value $237,994,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 159,515 $18,853,000 7.92%
2.
Invesco Actively Managed Etf
 303,570 $15,355,000 6.45%
3.
J P Morgan Exchange-Traded F
 278,911 $14,166,000 5.95%
4.
Vanguard Index Fds
 45,307 $12,127,000 5.09%
5.
Schwab Strategic Trust
 FNDF 180,836 $11,599,000 4.87%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)