Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CWH Capital Management, Inc. (CIK 1598348) reported $238.0M across 92 reported positions in its SEC 13F filing for 2020-12-31. Largest positions: AGG ($18.9M, 7.92%), GSY ($15.4M, 6.45%), JPST ($14.2M, 5.95%), VBK ($12.1M, 5.10%), SCHD ($11.6M, 4.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $18.9M | 7.92% | 159,515 | Added |
| 2 | GSY | INVESCO ACTIVELY MANAGED ETF | $15.4M | 6.45% | 303,570 | Trimmed |
| 3 | JPST | J P MORGAN EXCHANGE-TRADED F | $14.2M | 5.95% | 278,911 | Trimmed |
| 4 | VBK | VANGUARD INDEX FDS | $12.1M | 5.10% | 45,307 | Added |
| 5 | SCHD | SCHWAB STRATEGIC TR | $11.6M | 4.87% | 180,836 | New |
| 6 | IWP | ISHARES TR | $8.4M | 3.54% | 82,104 | Added |
| 7 | CMCSA | COMCAST CORP NEW | $8.4M | 3.52% | 159,778 | Trimmed |
| 8 | VOE | VANGUARD INDEX FDS | $8.4M | 3.51% | 70,292 | New |
| 9 | WAB | WABTEC | $6.7M | 2.82% | 91,569 | Added |
| 10 | LYFT | LYFT INC | $6.7M | 2.81% | 136,111 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $6.5M | 2.74% | 29,294 | Trimmed |
| 12 | SCHW | SCHWAB CHARLES CORP | $6.0M | 2.53% | 113,524 | Trimmed |
| 13 | FDX | FEDEX CORP | $5.9M | 2.46% | 22,557 | Trimmed |
| 14 | QQQ | INVESCO QQQ TR | $5.5M | 2.33% | 17,640 | Trimmed |
| 15 | JPM | JPMORGAN CHASE & CO | $5.5M | 2.32% | 43,419 | Trimmed |
| 16 | ABBV | ABBVIE INC | $5.0M | 2.10% | 46,654 | Trimmed |
| 17 | KR | KROGER CO | $4.9M | 2.07% | 154,905 | Trimmed |
| 18 | AAPL | APPLE INC | $4.8M | 2.04% | 36,543 | Trimmed |
| 19 | ULTA | ULTA BEAUTY INC | $4.5M | 1.88% | 15,590 | Trimmed |
| 20 | NOC | NORTHROP GRUMMAN CORP | $4.4M | 1.86% | 14,539 | Added |
| 21 | GOOGL | ALPHABET INC | $4.2M | 1.76% | 2,391 | Trimmed |
| 22 | XLRE | SELECT SECTOR SPDR TR | $4.2M | 1.76% | 114,857 | Trimmed |
| 23 | GDDY | GODADDY INC | $4.1M | 1.71% | 49,010 | Added |
| 24 | HD | HOME DEPOT INC | $4.0M | 1.66% | 14,889 | Trimmed |
| 25 | VRTX | VERTEX PHARMACEUTICALS INC | $3.5M | 1.49% | 14,973 | New |
Source: SEC Form 13F filings · as of 2020-12-31