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Home > Institutional Investor > Cwm, Llc > Profile

Instuitional Investor - Cwm, Llc

Fund Profile
Filing Period:
Fund Name: Cwm, Llc
Portfolio Value $36,907,290
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,435,788 $983,429 2.66%
2.
Spdr Series Trust
 10,359,261 $831,020 2.25%
3.
Ishares Tr
 17,194,171 $800,217 2.17%
4.
Apple Inc.
 AAPL 2,710,224 $736,801 2%
5.
Spdr Index Shs Fds
 15,520,557 $689,268 1.87%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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