Ergawealth Advisors’s CDW CDW Stock Holding History

Ergawealth Advisors’s Portfolio CDW Stock Details CDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,373	Closed	-$219K	–	55
2025 Q3	$219K	Buy	1,373 +61	+5%	+$10.4K	0.1%	57
2025 Q2	$234K	Buy	1,312 +5	+0.4%	+$849	0.11%	58
2025 Q1	$210K	Buy	1,307 +4	+0.3%	+$727	0.1%	58
2024 Q4	$227K	Buy	1,303 +5	+0.4%	+$971	0.11%	60
2024 Q3	$294K	Buy	1,298 +4	+0.3%	+$888	0.15%	52
2024 Q2	$290K	Buy	1,294 +3	+0.2%	+$696	0.16%	52
2024 Q1	$330K	Buy	1,291 +4	+0.3%	+$950	0.18%	46
2023 Q4	$293K	Buy	1,287 +3	+0.2%	+$636	0.18%	43
2023 Q3	$259K	Hold	1,284	–	–	0.18%	42
2023 Q2	$236K	Buy	1,284 +5	+0.4%	+$873	0.16%	43
2023 Q1	$249K	Buy	1,279 +3	+0.2%	+$589	0.2%	36
2022 Q4	$228K	Buy	+1,276	New	+$224K	0.21%	45

Other funds holding CDW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return