CWM LLC Overview

Cwm Llc is an investment advisor that manages 2.1 BN dollars in regulatory AUM and has 175 employees, of which 67 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/13 to 06/30/21. The fund's latest filing disclosed 13BN in positions, representing 586% of the manager's regulatory AUM.

CWM LLC StockAlpha

Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CWM LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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CWM LLC Founders and Key Employees

Name Title In Position Since
Teri S. Shepherd Board Member/Chief Financial Officer/Chief Operating Officer/Chief Compliance Officer June-2012
Aaron E. Schaben Board Member/Managing Director Of Strategic Opportunities November-2011
Paul M. West Board Member June-2012
Ronald L. Carson Board Member/Chief Executive Officer November-2010
Steven D. Lockshin Board Member January-2014
Lantz G. Hunt Executive Vice President - Operations April-2014
Robert E. Moore Board Member March-2015

CWM LLC Brokers, Custodians, Auditors and Administrators

Type Company

CWM LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

CWM’s Investment Committee (Committee) uses industry standard techniques that include technical analysis and fundamental analysis. The Committee may engage various types of execution tactics like long term buys, short term buys, shorting stock, and option strategies to achieve its objectives. Each model engages in its own type of techniques, execution tactics and use of research tools to enhance the

CWM, LLC Form ADV Part 2A Revised 10/2014
Page 9
ability to manage its assets effectively to its stated philosophy. Examples of industry research sources and publications used by the firm include Thomson Reuters, Telemet Orion, Dow Jones News, New York Stock Exchange (NYSE), NASDAQ, and AMEX.

Active Management of Strategies

The Committee (“...
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CWM LLC Portfolio Concentration

CWM LLC Location

OMAHA, Nebraska

CWM LLC Contact Information

Phone Number: 402-330-0808
Fax Number: 402-330-1668



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