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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
MUBIshares Tr
Recent Activity
Increased 16.61%
0.38%
$86.074M
792,357 shares@ $108.64 avg price
PGProcter And Gamble Co
Recent Activity
Increased 4.19%
0.36%
$82.488M
476,257 shares@ $173.21 avg price
TSLATesla Inc
Recent Activity
Increased 0.17%
0.35%
$80.248M
306,723 shares@ $261.64 avg price
HDHome Depot Inc
Recent Activity
Increased 2.44%
0.35%
$79.394M
195,937 shares@ $405.21 avg price
MUNIPimco Etf Tr
Recent Activity
Increased 11.21%
0.34%
$77.846M
1.469M shares@ $52.98 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 6.66%
0.34%
$76.839M
364,410 shares@ $210.86 avg price
WMTWalmart Inc
Recent Activity
Increased 1.84%
0.33%
$75.221M
931,526 shares@ $80.76 avg price
TOTLSsga Active Etf Tr
Recent Activity
Increased 43.37%
0.33%
$75.03M
1.812M shares@ $41.41 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 3.54%
0.33%
$74.954M
639,429 shares@ $117.23 avg price
JGROJ P Morgan Exchange Traded F
Recent Activity
Increased 15.14%
0.32%
$73.901M
961,254 shares@ $76.88 avg price