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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
VUGVanguard Index Fds
Recent Activity
Decreased -1.38%
0.71%
$163.603M
426,128 shares@ $383.93 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.35%
0.64%
$148.583M
895,887 shares@ $165.86 avg price
METAMeta Platforms Inc
Recent Activity
Increased 6.76%
0.6%
$137.536M
240,263 shares@ $572.44 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 42.12%
0.59%
$137.14M
4.588M shares@ $29.9 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.01%
0.52%
$118.902M
258,336 shares@ $460.27 avg price
CORPPimco Etf Tr
Recent Activity
Increased 12.01%
0.5%
$115.693M
1.163M shares@ $99.45 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 20.92%
0.5%
$114.832M
1.358M shares@ $84.53 avg price
MOATVaneck Etf Trust
Recent Activity
Increased 10.49%
0.49%
$111.764M
1.153M shares@ $96.96 avg price
BINCBlackrock Etf Trust Ii
Recent Activity
Increased 13.89%
0.48%
$109.738M
2.05M shares@ $53.54 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 5.32%
0.47%
$109.04M
1.832M shares@ $59.51 avg price