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Portfolio (Quarterly) Guide ↗

CWM, LLC

· CIK 0001535847
13F Portfolio $38.1B AUM 5,738 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 303 New 2977 Added 1606 Reduced 208 Exited
Page 17 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 JNK SPDR SERIES TRUST 116,395.0 $11.1M 0.03% +5K +4.1% $95.72 +0.4%
322 HYG ISHARES TR 139,477.0 $11.1M 0.03% +9K +7.0% $79.56 +0.4%
323 QGRW WISDOMTREE TR 207,230.0 $11.1M 0.03% +63K +43.5% $53.43 +22.0%
324 WELL WELLTOWER INC Real Estate 55,856.0 $11.0M 0.03% +933.0 +1.7% $197.71 +10.3%
325 SHY ISHARES TR 133,136.0 $11.0M 0.03% +11K +8.9% $82.57 -0.5%
326 ES EVERSOURCE ENERGY Utilities 158,671.0 $11.0M 0.03% +46K +41.0% $69.28 -0.7%
327 GLW CORNING INC Technology 80,820.0 $11.0M 0.03% +3K +4.4% $135.97 +29.3%
328 INCM FRANKLIN TEMPLETON ETF TR 381,500.0 $11.0M 0.03% +174K +84.0% $28.75 +1.7%
329 HII HUNTINGTON INGALLS INDS INC Industrials 28,485.0 $10.8M 0.03% +2K +8.2% $379.90 -14.6%
330 AIRR FIRST TR EXCHANGE TRADED FD 97,369.0 $10.8M 0.03% +19K +24.6% $110.78 +13.1%
331 VIKING HOLDINGS LTD 146,230.0 $10.7M 0.03% +66K +81.7% $73.48
332 VEEV VEEVA SYS INC Healthcare 61,013.0 $10.7M 0.03% +30K +95.1% $175.66 -7.0%
333 THC TENET HEALTHCARE CORP Healthcare 56,761.0 $10.7M 0.03% +3K +6.2% $188.71 +1.4%
334 EMMF WISDOMTREE TR 322,839.0 $10.7M 0.03% +73K +29.3% $33.11 +12.4%
335 VYM VANGUARD WHITEHALL FDS 71,937.0 $10.7M 0.03% +492.0 +0.7% $148.10 +5.8%
336 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 173,639.0 $10.7M 0.03% +25K +16.8% $61.35 -17.1%
337 DUNK TIDAL TRUST I 524,672.0 $10.6M 0.03% +11K +2.1% $20.24 +17.4%
338 FMDE FIDELITY COVINGTON TRUST 295,304.0 $10.6M 0.03% +4K +1.3% $35.96 +7.4%
339 NTNX NUTANIX INC Technology 277,741.0 $10.6M 0.03% +205K +283.6% $38.01 +27.0%
340 AVIV AMERICAN CENTY ETF TR 141,018.0 $10.6M 0.03% +12K +9.6% $74.83 +5.7%
Page 17 of 149  ·  2,977 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.2%
Financial Services 18.8%
Healthcare 11.3%
Industrials 10.2%
Consumer Cyclical 9.5%
Communication Services 6.9%
Consumer Defensive 6.0%
Energy 4.5%
Utilities 3.0%
Basic Materials 1.9%