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James Clements

@Cwm, Llc

Latest period2024 - Q3ReportedManaged Assets$23.251BTotal holdings5081
Assets growth rate9.62%Assets growth rate (2-Q avg)6.38%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Cwm, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 5081 positions.

Assets under management

The assets under management (AUM) of Cwm, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 23.251B in assets, with a quarterly growth rate of 9.62% and a 2-quarter average growth rate of 6.38%. The portfolio is managed by James Clements, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SILASila Realty Trust Inc
Recent Activity
New Position
0.01%
$425,000
16,803 shares@ $25.3 avg price
DSTLEtf Ser Solutions
Recent Activity
New Position
0.01%
$423,000
7,449 shares@ $56.79 avg price
SIRISiriusxm Holdings Inc
Recent Activity
New Position
0.01%
$378,000
15,996 shares@ $23.64 avg price
JGLOJ P Morgan Exchange Traded F
Recent Activity
New Position
0.01%
$364,000
5,816 shares@ $62.59 avg price
AMTMAmentum Holdings Inc
Recent Activity
New Position
0.01%
$321,000
9,946 shares@ $32.28 avg price
BBAGJ P Morgan Exchange Traded F
Recent Activity
New Position
0.01%
$257,000
5,432 shares@ $47.32 avg price
SWSmurfit Westrock Plc
Recent Activity
New Position
0.01%
$227,000
4,597 shares@ $49.39 avg price
QGRWWisdomtree Tr
Recent Activity
New Position
0.01%
$224,000
4,908 shares@ $45.64 avg price
JUNMFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$222,000
7,066 shares@ $31.42 avg price
CGMSCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.01%
$192,000
6,905 shares@ $27.81 avg price