$192 Million is the total value of CWH Capital Management, Inc.'s 53 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UNIT | New | UNITI GROUP INC | $5,979,000 | – | 231,290 | +100.0% | 3.11% | – |
| SPWH | New | SPORTSMANS WHSE HLDGS INC | $3,766,000 | – | 787,770 | +100.0% | 1.96% | – |
| WKHS | New | WORKHORSE GROUP INC | $1,791,000 | – | 681,000 | +100.0% | 0.93% | – |
| MMM | New | 3M CO | $305,000 | – | 1,595 | +100.0% | 0.16% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC Dcl b new | $277,000 | – | 1,664 | +100.0% | 0.14% | – |
| V | New | VISA INC | $215,000 | – | 2,428 | +100.0% | 0.11% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $157,000 | – | 185 | +100.0% | 0.08% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $147,000 | – | 177 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Schwab US Large Cap ETF | 29 | Q4 2020 | 14.6% |
| S&P 500 Growth ETF | 29 | Q4 2020 | 9.1% |
| JPMORGAN CHASE & CO | 29 | Q4 2020 | 3.7% |
| HOME DEPOT INC | 29 | Q4 2020 | 1.9% |
| APPLE INC | 29 | Q4 2020 | 2.0% |
| Starbucks Corporation | 29 | Q4 2020 | 0.6% |
| VANGUARD TAX-MANAGED INTL FD | 29 | Q4 2020 | 0.7% |
| ROBERT HALF INTL INC | 29 | Q4 2020 | 1.4% |
| COSTCO WHSL CORP NEW | 29 | Q4 2020 | 0.6% |
| KEY TRONICS CORP | 29 | Q4 2020 | 0.6% |
View CWH Capital Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-02-02 |
| 13F-HR | 2020-10-21 |
| 13F-HR | 2020-07-17 |
| 13F-HR | 2020-05-01 |
| 13F-HR | 2020-01-17 |
| 13F-HR | 2019-10-28 |
| 13F-HR | 2019-08-14 |
| 13F-HR | 2019-05-13 |
| 13F-HR | 2019-01-30 |
| 13F-HR | 2018-11-13 |
View CWH Capital Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.