Long-term investor

Cm Wealth Advisors LLC @cmwealthadvisorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001764581).

Record

  • Tracked since 2025-06-30 (431 days), 130 trades recorded
  • Returns: week n/a · month n/a · 90 days +12.4% · 6 months +11.1% · 1 year +20.6% · all +20.6%
  • Max drawdown -3.8% · Sharpe 1.03 · win rate 20% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287101 · 15.9% · long · since 2025-06-30
  • 464287200 · 13.3% · long · since 2025-06-30
  • 78467X109 · 10.0% · long · since 2025-06-30
  • LECO · 6.5% · long · since 2025-06-30
  • 922908363 · 4.9% · long · since 2025-06-30
  • 464287598 · 4.1% · long · since 2025-06-30
  • NVDA · 3.7% · long · since 2025-06-30
  • 46137V449 · 3.7% · long · since 2025-06-30
  • 921908844 · 3.5% · long · since 2025-06-30
  • AAPL · 2.1% · long · since 2025-06-30
  • 46137V357 · 2.1% · long · since 2025-06-30
  • 464287622 · 2.0% · long · since 2025-06-30

Copy on paper, free More traders How copying works

Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.