CWM, LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$12.55B
13F filings
10
Latest filing
Sep 15, 2021

Top 10 holdings

IVV $727.71M
5.80% of AUM
ESGU $639.99M
5.10% of AUM
GOVT $572.36M
4.56% of AUM
IUSB $495.47M
3.95% of AUM
VLUE $402.92M
3.21% of AUM
MTUM $311.45M
2.48% of AUM
EFV $294.06M
2.34% of AUM
IGSB $257.01M
2.05% of AUM
IEFA $246.16M
1.96% of AUM
ESGE $240.52M
1.92% of AUM

About this filer

FilingIQ has indexed 10 quarterly Form 13F filings from CWM, LLC. Reported assets under management total $12.55B.

View live CWM, LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does CWM, LLC have under management?
Per CWM, LLC's most recent SEC Form 13F filing dated Sep 15, 2021, total assets under management are $12.55B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has CWM, LLC submitted?
FilingIQ has indexed 10 quarterly Form 13F filings from CWM, LLC. Filings are due 45 days after quarter-end.
Where does CWM, LLC's holdings data come from?
Every position shown on this page sources back to CWM, LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.