Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

CWM, LLC INSTITUTION : CWM, LLC
CWM, LLC Portfolio (reported on 2021-04-27)
Company (links to holding history) Ticker Value On
2021-03-31
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 643,752,000 1,618,199 5.66%
ISHARES TR    (ESG AWR MSCI USA) 552,954,000 6,085,115 4.86%
ISHARES TR    (US TREAS BD ETF) GOVT 525,706,000 20,072,757 4.62%
ISHARES TR    (CORE TOTAL USD) IUSB 410,520,000 7,782,366 3.61%
ISHARES TR    (MSCI USA VALUE) VLUE 379,502,000 3,703,900 3.33%
ISHARES TR    (MSCI USA MMENTM) 282,515,000 1,756,278 2.48%
ISHARES TR    (ISHS 1-5YR INVS) CSJ 271,363,000 4,962,751 2.38%
ISHARES TR    (CORE MSCI EAFE) IEFA 217,407,000 3,017,444 1.91%
ISHARES INC    (ESG AWR MSCI EM) 212,627,000 4,909,409 1.87%
ISHARES TR    (EAFE VALUE ETF) EFV 210,977,000 4,139,235 1.85%
ISHARES TR    (MSCI USA SML CP) 180,958,000 3,450,097 1.59%
ISHARES TR    (MSCI USA QLT FCT) QUAL 158,503,000 1,301,554 1.39%
ISHARES TR    (MSCI USA MIN VOL) USMV 146,323,000 2,114,806 1.28%
ISHARES TR    (CORE S&P SCP ETF) IJR 143,879,000 1,325,707 1.26%
ISHARES TR    (FALN ANGLS USD) 137,249,000 4,693,886 1.20%
INVESCO QQQ TR    (UNIT SER 1) 130,417,000 408,663 1.14%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 119,581,000 1,173,400 1.05%
ISHARES TR    (USD INV GRDE ETF) CFT 115,826,000 1,961,824 1.01%
ISHARES TR    (GLOBAL TECH ETF) IXN 111,914,000 363,687 0.98%
ISHARES TR    (EAFE GRWTH ETF) EFG 109,114,000 1,086,144 0.95%
MICROSOFT CORP    (COM) MSFT 101,564,000 430,774 0.89%
ISHARES TR    (CORE US AGGBD ET) AGG 96,081,000 844,078 0.84%
ISHARES INC    (MSCI EMERG MKT) 93,047,000 1,788,342 0.81%
ISHARES TR    (INVESTMENT GRADE) 92,048,000 1,743,763 0.80%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 91,463,000 230,776 0.80%
PIMCO ETF TR    (ACTIVE BD ETF) BOND 89,961,000 821,863 0.79%
ISHARES TR    (MSCI INTL MULTFT) 84,680,000 2,949,509 0.74%
ISHARES TR    (S&P 500 GRWT ETF) IVW 82,159,000 1,261,850 0.72%
ISHARES TR    (S&P 500 VAL ETF) IVE 81,590,000 577,667 0.71%
APPLE INC    (COM) AAPL 79,050,000 647,153 0.69%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 77,306,000 300,754 0.67%
ISHARES TR    (MBS ETF) MBB 76,515,000 705,727 0.67%
SPDR SER TR    (PORTFOLIO SH TSR) SST 76,139,000 2,483,349 0.66%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 74,825,000 576,553 0.65%
AMAZON COM INC    (COM) AMZN 64,524,000 20,854 0.56%
PIMCO ETF TR    (SHTRM MUN BD ACT) SMMU 59,312,000 1,155,058 0.52%
UNITEDHEALTH GROUP INC    (COM) UNH 58,398,000 156,955 0.51%
PIMCO ETF TR    (ENHNCD LW DUR AC) LDUR 56,135,000 550,502 0.49%
ISHARES TR    (U.S. ENERGY ETF) IYE 56,027,000 2,136,000 0.49%
ISHARES TR    (U.S. MED DVC ETF) IHI 55,499,000 167,995 0.48%
ISHARES TR    (ESG AWRE USD ETF) 53,620,000 1,989,969 0.47%
ISHARES TR    (MSCI GLOBAL IMP) 46,615,000 491,514 0.41%
SPDR SER TR    (PORTFOLIO S&P500) ELR 46,032,000 987,593 0.40%
PIMCO ETF TR    (INTER MUN BD ACT) MUNI 44,437,000 790,694 0.39%
VISA INC    (COM CL A) V 44,227,000 208,884 0.38%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 42,756,000 167,362 0.37%
SPDR SER TR    (PORTFOLI S&P1500) TMW 41,171,000 836,977 0.36%
ALPHABET INC    (CAP STK CL A) GOOGL 38,781,000 18,803 0.34%
PROCTER AND GAMBLE CO    (COM) PG 36,384,000 268,652 0.32%
TARGET CORP    (COM) TGT 36,169,000 182,607 0.31%
WISDOMTREE TR    (US HIGH DIVIDEND) DHS 35,989,000 471,674 0.31%
INVESCO ACTIVELY MANAGED ETF    (ULTRA SHRT DUR) 35,742,000 708,035 0.31%
SPDR SER TR    (PORTFOLIO AGRGTE) LAG 35,657,000 1,202,581 0.31%
ORACLE CORP    (COM) ORCL 35,190,000 501,490 0.30%
AT&T INC    (COM) T 34,698,000 1,146,294 0.30%
VERIZON COMMUNICATIONS INC    (COM) VZ 34,428,000 592,053 0.30%
WALMART INC    (COM) WMT 33,824,000 249,014 0.29%
JOHNSON & JOHNSON    (COM) JNJ 33,758,000 205,400 0.29%
INTEL CORP    (COM) INTC 33,151,000 517,992 0.29%
US BANCORP DEL    (COM NEW) USB 33,075,000 597,996 0.29%
LOCKHEED MARTIN CORP    (COM) LMT 32,713,000 88,534 0.28%
PFIZER INC    (COM) PFE 32,404,000 894,402 0.28%
ISHARES TR    (3 7 YR TREAS BD) IEI 31,770,000 244,592 0.27%
AMDOCS LTD    (SHS) DOX 31,244,000 445,384 0.27%
STRATEGY SHS    (DAY HAGAN NED) 30,994,000 1,003,669 0.27%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 30,876,000 364,453 0.27%
ALLSTATE CORP    (COM) ALL 30,630,000 266,577 0.26%
LILLY ELI & CO    (COM) LLY 30,241,000 161,873 0.26%
MCDONALDS CORP    (COM) MCD 30,115,000 134,357 0.26%
FIRST TR EXCHANGE-TRADED FD    (DORSY WR MOMNT) 30,108,000 1,217,970 0.26%
CISCO SYS INC    (COM) CSCO 30,107,000 582,224 0.26%
ISHARES TR    (RUS MD CP GR ETF) IWP 29,583,000 289,859 0.26%
INVESCO EXCHANGE TRADED FD T    (S&P MDCP MOMNTUM) 29,411,000 350,924 0.25%
DUKE ENERGY CORP NEW    (COM NEW) DUK 28,960,000 300,006 0.25%
SOUTHERN CO    (COM) SO 28,879,000 464,586 0.25%
REPUBLIC SVCS INC    (COM) RSG 28,309,000 284,947 0.24%
ISHARES TR    (MSCI KLD400 SOC) DSI 28,293,000 370,515 0.24%
PEPSICO INC    (COM) PEP 28,186,000 199,266 0.24%
MERCK & CO. INC    (COM) MRK 27,980,000 362,951 0.24%
WEC ENERGY GROUP INC    (COM) 27,817,000 297,222 0.24%
ISHARES TR    (SHORT TREAS BD) SHV 27,197,000 246,106 0.23%
XCEL ENERGY INC    (COM) XEL 27,172,000 408,535 0.23%
HONEYWELL INTL INC    (COM) HON 27,156,000 125,101 0.23%
KIMBERLY-CLARK CORP    (COM) KMB 27,139,000 195,171 0.23%
CLOROX CO DEL    (COM) CLX 26,992,000 139,942 0.23%
MCCORMICK & CO INC    (COM NON VTG) MKC 26,949,000 302,260 0.23%
AMERICAN ELEC PWR CO INC    (COM) AEP 26,725,000 315,523 0.23%
DOMINION ENERGY INC    (COM) D 26,699,000 351,482 0.23%
CITRIX SYS INC    (COM) CTXS 26,400,000 188,088 0.23%
ISHARES TR    (CORE S&P MCP ETF) IJH 25,605,000 98,374 0.22%
MEDTRONIC PLC    (SHS) MDT 25,529,000 216,112 0.22%
BANK NEW YORK MELLON CORP    (COM) BK 24,934,000 527,248 0.21%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 24,677,000 89,329 0.21%
ISHARES TR    (ESG AWRE 1 5 YR) 24,079,000 927,018 0.21%
ISHARES TR    (BROAD USD HIGH) 24,060,000 584,116 0.21%
ADOBE SYSTEMS INCORPORATED    (COM) ADBE 23,923,000 50,324 0.21%
WISDOMTREE TR    (US HGH YLD CORP) 23,896,000 459,492 0.21%
INVESCO EXCHANGE TRADED FD T    (S&P SMLCP MOMENT) 23,496,000 451,320 0.20%
FIRST TR EXCHNG TRADED FD VI    (TCW OPPORTUNIS) 22,953,000 434,473 0.20%
C H ROBINSON WORLDWIDE INC    (COM NEW) CHRW 22,746,000 238,352 0.20%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 22,538,000 82,060 0.19%
ISHARES TR    (IBOXX HI YD ETF) HYG 22,520,000 258,321 0.19%
FIRST TR EXCH TRADED FD III    (PFD SECS INC ETF) FPE 22,391,000 1,111,195 0.19%
FIRST TR EXCHANGE-TRADED FD    (NASDAQ TRANSN) 22,036,000 669,379 0.19%
GLOBAL X FDS    (US PFD ETF) 21,821,000 855,383 0.19%
GLOBAL X FDS    (NASDAQ 100 COVER) 21,803,000 966,001 0.19%
WASTE MGMT INC DEL    (COM) WMI 21,699,000 168,185 0.19%
PRICE T ROWE GROUP INC    (COM) TROW 21,590,000 125,814 0.18%
FIRST TR EXCHANGE TRADED FD    (INDLS PROD DUR) FXR 21,580,000 380,935 0.18%
VICTORY PORTFOLIOS II    (VCSHS US EQ INCM) 21,477,000 344,573 0.18%
FIRST TR EXCHANGE TRADED FD    (CONSUMR DISCRE) FXD 21,467,000 368,844 0.18%
NUANCE COMMUNICATIONS INC    (COM) NUAN 21,454,000 491,612 0.18%
CIGNA CORP NEW    (COM) 21,323,000 88,206 0.18%
GENERAC HLDGS INC    (COM) GNRC 21,182,000 64,689 0.18%
FIRST TR EXCHANGE TRADED FD    (TECH ALPHADEX) FXL 21,042,000 185,177 0.18%
ADVANCED MICRO DEVICES INC    (COM) AMD 20,844,000 265,525 0.18%
FISERV INC    (COM) FISV 20,577,000 172,858 0.18%
WORKDAY INC    (CL A) WDAY 20,488,000 82,470 0.18%
MASTERCARD INCORPORATED    (CL A) MA 20,250,000 56,873 0.17%
FIRST TR NASDAQ 100 TECH IND    (SHS) QTEC 20,106,000 139,435 0.17%
IAA INC    (COM) 20,081,000 364,178 0.17%
MONDELEZ INTL INC    (CL A) MDLZ 19,971,000 341,206 0.17%
COLGATE PALMOLIVE CO    (COM) CL 19,848,000 251,783 0.17%
AMEREN CORP    (COM) AEE 19,776,000 243,071 0.17%
KEYSIGHT TECHNOLOGIES INC    (COM) KEYS 19,731,000 137,594 0.17%
EVEREST RE GROUP LTD    (COM) RE 19,706,000 79,523 0.17%
NORTHROP GRUMMAN CORP    (COM) NOC 19,639,000 60,680 0.17%
INTERCONTINENTAL EXCHANGE IN    (COM) ICE 19,475,000 174,380 0.17%
EVERGY INC    (COM) 19,347,000 324,996 0.17%
EDWARDS LIFESCIENCES CORP    (COM) EW 19,283,000 230,548 0.16%
PINNACLE WEST CAP CORP    (COM) PNW 19,247,000 236,592 0.16%
SALESFORCE COM INC    (COM) CRM 19,234,000 90,783 0.16%
VANGUARD WHITEHALL FDS    (INTL HIGH ETF) 19,198,000 293,326 0.16%
EXACT SCIENCES CORP    (COM) EXAS 19,038,000 144,466 0.16%
HORMEL FOODS CORP    (COM) HRL 18,829,000 394,071 0.16%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 18,621,000 51,114 0.16%
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 18,503,000 523,265 0.16%
ISHARES TR    (ESG AWARE MSCI) 18,428,000 478,140 0.16%
TERMINIX GLOBAL HOLDINGS INC    (COM) 18,232,000 382,465 0.16%
PIMCO ETF TR    (INV GRD CRP BD) CORP 18,227,000 163,603 0.16%
SERVICENOW INC    (COM) NOW 17,916,000 35,825 0.15%
KORNIT DIGITAL LTD    (SHS) 17,408,000 175,623 0.15%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2021 CB) 17,407,000 823,785 0.15%
MARVELL TECHNOLOGY GROUP LTD    (ORD) MRVL 16,833,000 343,676 0.14%
ISHARES INC    (CORE MSCI EMKT) IEMG 16,826,000 261,431 0.14%
SPDR SER TR    (PRTFLO S&P500 GW) ELG 16,506,000 292,664 0.14%
NETFLIX INC    (COM) NFLX 16,218,000 31,089 0.14%
PALO ALTO NETWORKS INC    (COM) PANW 16,165,000 50,191 0.14%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 15,891,000 76,884 0.13%
VANECK VECTORS ETF TR    (MORNINGSTAR WIDE) 15,774,000 227,688 0.13%
SCOTTS MIRACLE-GRO CO    (CL A) SMG 15,770,000 64,377 0.13%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 15,709,000 139,101 0.13%
ETSY INC    (COM) ETSY 15,442,000 76,570 0.13%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2022 HY) 15,241,000 652,707 0.13%
ZIMMER BIOMET HOLDINGS INC    (COM) ZMH 15,053,000 94,031 0.13%
WISDOMTREE TR    (YIELD ENHANCD US) 14,997,000 292,904 0.13%
TELEFLEX INCORPORATED    (COM) TFX 14,831,000 35,697 0.13%
VANECK VECTORS ETF TR    (FALLEN ANGEL HG) 14,745,000 461,781 0.12%
ISHARES TR    (ESG AWR US AGRGT) 14,534,000 265,606 0.12%
INSULET CORP    (COM) PODD 14,518,000 55,643 0.12%
ASTRAZENECA PLC    (SPONSORED ADR) AZN 14,354,000 288,699 0.12%
FACEBOOK INC    (CL A) FB 14,316,000 48,605 0.12%
ISHARES TR    (CORE S&P TTL STK) ISI 14,230,000 155,349 0.12%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2021 HY) 14,072,000 610,220 0.12%
AEROVIRONMENT INC    (COM) AVAV 13,342,000 114,960 0.11%
S&P GLOBAL INC    (COM) SPGI 13,128,000 37,203 0.11%
L3HARRIS TECHNOLOGIES INC    (COM) 12,639,000 62,358 0.11%
IQVIA HLDGS INC    (COM) 12,591,000 65,190 0.11%
RITCHIE BROS AUCTIONEERS    (COM) RBA 12,484,000 213,216 0.10%
ACTIVISION BLIZZARD INC    (COM) ATVI 12,399,000 133,328 0.10%
TJX COS INC NEW    (COM) TJX 12,380,000 187,152 0.10%
CATALENT INC    (COM) CTLT 12,321,000 116,994 0.10%
EVENTBRITE INC    (COM CL A) 12,188,000 549,991 0.10%
ZOETIS INC    (CL A) ZTS 12,076,000 76,681 0.10%
WISDOMTREE TR    (EMER MKT HIGH FD) DEM 12,002,000 270,561 0.10%
CHEVRON CORP NEW    (COM) CVX 11,966,000 114,195 0.10%
WELLS FARGO CO NEW    (COM) WFC 11,879,000 304,050 0.10%
ISHARES TR    (ESG AW MSCI EAFE) 11,687,000 153,981 0.10%
FRONTDOOR INC    (COM) 11,482,000 213,611 0.10%
FLEETCOR TECHNOLOGIES INC    (COM) FLT 11,446,000 42,608 0.10%
SVMK INC    (COM) 11,272,000 615,296 0.09%
ISHARES TR    (20 YR TR BD ETF) TLT 10,938,000 80,751 0.09%
ZYNGA INC    (CL A) ZNGA 10,801,000 1,057,851 0.09%
BRUKER CORP    (COM) BRKR 10,772,000 167,582 0.09%
ISHARES TR    (NATIONAL MUN ETF) MUB 10,503,000 90,503 0.09%
PINTEREST INC    (CL A) 10,288,000 138,976 0.09%
INFOSYS LTD    (SPONSORED ADR) INFY 10,250,000 547,563 0.09%
ISHARES TR    (CORE MSCI EURO) IEUR 10,225,000 189,449 0.08%
SPDR SER TR    (BLMBRG BRC CNVRT) CWB 10,144,000 121,707 0.08%
HEALTHEQUITY INC    (COM) HQY 10,072,000 148,118 0.08%
FIRST TR EXCHANGE-TRADED FD    (DORSEY WRT 5 ETF) FV 9,999,000 223,991 0.08%
ISHARES TR    (RUSSELL 2000 ETF) IWM 9,840,000 44,538 0.08%
HOME DEPOT INC    (COM) HD 9,626,000 31,534 0.08%
JPMORGAN CHASE & CO    (COM) JPM 9,472,000 62,220 0.08%
BK OF AMERICA CORP    (COM) BAC 9,391,000 242,719 0.08%
INARI MED INC    (COM) 9,323,000 87,129 0.08%
FIRST TR EXCH TRD ALPHDX FD    (EMERG MKT ALPH) FEM 9,261,000 351,005 0.08%
VANGUARD MUN BD FDS    (TAX EXEMPT BD) 8,909,000 163,051 0.07%
TORONTO DOMINION BK ONT    (COM NEW) TD 8,831,000 135,420 0.07%
FIRST TR EXCH TRD ALPHDX FD    (DEV MRK EX US) FDT 8,760,000 145,731 0.07%
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Next >Full Portfolio View
Total Value As 2021-03-31: 11,368,842,000 SEC FILING
* Portfolios do not reflect changes after reporting
LATEST NEWS OR LINKS >Contribute a new link
Investing Just Like
CWM, LLC

Matching performance of CWM, LLC by investing same stocks.

Get the number of shares each stock for investing:





MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*