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CWH Capital Management, Inc.13F | |
CWH Capital Management, Inc. | |
Last update 2021-02-02 | 91 Stocks (8 new) |
Value $237.00 Mil | Turnover 18 % |
CWH Capital Management, Inc. Top Holdings of 2020-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 159,515 | 18,853.0 | +6.23% | 7.960 | +0.47% | 0.020 | +2.23% | +3.63% | 128,462.1 | ||
GSY | Invesco Ultra Short Duration ETF | 303,570 | 15,355.0 | -9.59% | 6.480 | -0.75% | 0.610 | +1.01% | +2.73% | 2,724.6 | ||
JPST | JPMorgan Ultra-Short Income ETF | 278,911 | 14,166.0 | -2.02% | 5.980 | -0.13% | 0.070 | +1.30% | +2.75% | 32,080.1 | ||
VBK | Vanguard Small Cap Growth ETF | 45,307 | 12,127.0 | +0.59% | 5.120 | +0.03% | 0.080 | +23.58% | +1.80% | 18,332.2 | ||
SCHD | Schwab US Dividend Equity ETF | 180,836 | 11,599.0 | New Holding | 4.900 | +4.90% | 0.040 | +9.35% | +1.09% | 70,691.2 | ||
IWP | iShares Russell Mid-Cap Growth ETF | 82,104 | 8,428.0 | +71.47% | 3.560 | +1.48% | 0.060 | +28.16% | +11.34% | 19,721.9 | ||
CMCSA | Comcast Corp | 159,778 | 8,372.0 | -4.05% | 3.530 | -0.14% | 0.000 | +4.67% | -4.64% | 130,119.6 | Telecommunication Services | |
VOE | Vanguard Mid-Cap Value ETF | 70,292 | 8,362.0 | New Holding | 3.530 | +3.53% | 0.060 | +13.26% | +4.80% | 17,539.2 | ||
WAB |
Westinghouse Air Brake Technologies Corp
Westinghouse Air Brake Technologies Corp
| 91,569 | 6,703.0 | +3.35% | 2.830 | +0.09% | 0.050 | +26.88% | +11.95% | 36,227.4 | Transportation | |
LYFT | Lyft Inc | 136,111 | 6,687.0 | -6.68% | 2.820 | -0.12% | 0.040 | +39.40% | +18.22% | 6,414.7 | Software |
CWH Capital Management, Inc.'s Historical Top Holdings Breakdowns
CWH Capital Management, Inc. Total Holding History ($B)
CWH Capital Management, Inc.'s Asset Allocation
CWH Capital Management, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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CWH Capital Management, Inc.'s Hypothetical Growth since 2020-12-31
CWH Capital Management, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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CWH Capital Management, Inc.'s Holdings Heat Map
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CWH Capital Management, Inc.'s Holdings Bubble Chart
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