CWM Advisors, LLC
ETF Provider
CWM Advisors, LLC is an ETF Provider based in New York, NY led by Robert John Netzly, reporting $2.9B in AUM as of Q3 2025 with CAT as the largest holding (2% allocation).
CEORobert John Netzly
- Portfolio Value
- $1.0B
- Positions
- 846
- Top Holding
- CAT at 2.2%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CWM Advisors, LLC's portfolio (15.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Agricultural - Machinery Industrials | $22.6M | 2.20% | -$1.4M Sold | 0.01% 47.4K shares | |
Computer Hardware Technology | $21.1M | 2.06% | +$309.5K Bought | 0.01% 144.9K shares | |
Hardware, Equipment & Parts Technology | $18.1M | 1.76% | -$394.0K Sold | 0.01% 146.3K shares | |
ETF ETF | $16.1M | 1.57% | +$130.1K Bought | — 660.9K shares | |
ETF ETF | $16.0M | 1.55% | +$1.5M Bought | — 661.4K shares | |
ETF ETF | $16.0M | 1.55% | -$566.1K Sold | — 452.3K shares | |
Semiconductors Technology | $15.1M | 1.47% | -$1.9M Sold | 0.01% 14.0K shares | |
Financial - Capital Markets Financial Services | $13.9M | 1.35% | -$922.5K Sold | 0.05% 202.3K shares | |
Insurance - Property & Casualty Financial Services | $13.7M | 1.33% | -$1.1M Sold | 0.01% 55.3K shares | |
ETF ETF | $11.0M | 1.07% | +$4.3M Bought | — 44.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CWM Advisors, LLC's latest filing
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Market Value
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Net Flows % of MV
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for CWM Advisors, LLC
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