CWM Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CA CWM Advisors, LLC | Institutional Filer | ▲ 9.33% | $1.22B | 1107 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1107)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc. | Industrials | 47K | $33.0M | 2.71% |
| 2 | KLAC | KLA Corporation | Technology | 17K | $25.5M | 2.10% |
| 3 | IBD | NORTHERN LTS FD TR IV | — | 989K | $23.6M | 1.94% |
| 4 | APH | Amphenol Corporation | Technology | 179K | $22.7M | 1.87% |
| 5 | SCHO | SCHWAB STRATEGIC TR | — | 689K | $16.7M | 1.38% |
| 6 | ANET | Arista Networks, Inc. | Technology | 133K | $16.3M | 1.34% |
| 7 | WELL | Welltower Inc. | Real Estate | 71K | $14.1M | 1.16% |
| 8 | WWJD | NORTHERN LTS FD TR IV | — | 372K | $13.9M | 1.14% |
| 9 | PLD | Prologis, Inc. | Real Estate | 93K | $12.3M | 1.01% |
| 10 | EME | EMCOR Group, Inc. | Industrials | 16K | $11.8M | 0.97% |
| 11 | IBKR | Interactive Brokers Group, Inc. | Financial Services | 175K | $11.8M | 0.97% |
| 12 | MPWR | Monolithic Power Systems, Inc. | Technology | 11K | $11.7M | 0.96% |
| 13 | PGR | The Progressive Corporation | Financial Services | 58K | $11.5M | 0.95% |
| 14 | PH | Parker-Hannifin Corporation | Industrials | 12K | $11.0M | 0.91% |
| 15 | VRT | Vertiv Holdings Co | Industrials | 40K | $9.9M | 0.82% |
Showing 1 to 15 of 1000 holdings