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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001535847

CWM, LLC

OMAHA, NE · File #028-15648

Latest AUM
$36.9M
Positions
5,622
Top-10 Concentration
40.3%
Filings
12

Sector Allocation

Technology
9.4%$3.5M
Financials
8.8%$3.3M
Healthcare
3.4%$1.3M
Industrials
2.1%$779,307
Consumer Staples
1.2%$458,036
Energy
1.1%$391,884
Materials
0.7%$269,358
Utilities
0.4%$149,143
Real Estate
0.3%$92,286

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR4642872001,435,788$983,4295.82%
2SPDR SERIES TRUST78464A85410,359,261$831,0204.92%
3ISHARES TR46434V61317,194,171$800,2174.74%
4APPLE INCAAPL2,710,224$736,8014.36%
5SPDR INDEX SHS FDS78463X88915,520,557$689,2684.08%
6NVIDIA CORPORATIONNVDA3,373,887$629,2303.73%
7ISHARES TR4642873094,775,251$588,5973.49%
8ISHARES TR4642874082,579,248$546,9813.24%
9MICROSOFT CORPMSFT1,070,954$517,9353.07%
10BLACKROCK ETF TRUSTBLK8,014,666$487,3722.89%
11SPDR SERIES TRUST78464A64918,193,758$468,4892.77%
12ISHARES TR46432F3392,245,928$446,0862.64%
13ISHARES TR4642871011,190,792$408,4062.42%
14ISHARES TR4642888775,503,686$393,0182.33%
15PIMCO ETF TR72201R7754,149,576$386,2432.29%
16ISHARES INC46434G1035,690,088$382,4882.27%
17INVESCO EXCH TRADED FD TR IIIVZ2,992,182$357,0272.11%
18AMAZON COM INCAMZN1,540,638$355,6102.11%
19SPDR S&P 500 ETF TRSPY502,041$342,3522.03%
20ALPHABET INCGOOG1,039,950$325,5041.93%