CWM, LLC - Portfolio overview

CWM, LLC has 5549 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 2.39%
2. SPYM - SPDR SERIES TRUST, 2.26%
3. IUSB - ISHARES TR, 2.14%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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