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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 44 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 DBAW DBX ETF TR 28,773.0 $1.2M 0.00% +152.0 +0.5% $42.69 +9.2%
862 ARES ARES MANAGEMENT CORPORATION Financial Services 11,239.0 $1.2M 0.00% +6K +99.6% $109.10 +13.6%
863 MAN MANPOWERGROUP INC WIS Industrials 41,559.0 $1.2M 0.00% +17K +70.1% $29.46 -2.3%
864 GJAN FIRST TR EXCHNG TRADED FD VI 29,099.0 $1.2M 0.00% +21K +273.3% $41.91 +6.5%
865 ISHARES TR 53,034.0 $1.2M 0.00% +781.0 +1.5% $22.93
866 LAUR LAUREATE ED INC Consumer Defensive 34,820.0 $1.2M 0.00% +1K +4.2% $34.84 -5.4%
867 CFR CULLEN FROST BANKERS INC Financial Services 8,828.0 $1.2M 0.00% +4K +68.4% $137.07 +1.4%
868 FTXR FIRST TR EXCHANGE TRADED FD 31,504.0 $1.2M 0.00% +31K +7076.3% $38.11 +10.3%
869 NOV NOV INC Energy 62,988.0 $1.2M 0.00% +18K +40.9% $18.81 +10.9%
870 BCPC BALCHEM CORP Basic Materials 6,955.0 $1.2M 0.00% +424.0 +6.5% $169.48 -4.6%
871 ISHARES TR 57,684.0 $1.2M 0.00% +508.0 +0.9% $20.40
872 HAFC HANMI FINL CORP Financial Services 44,553.0 $1.2M 0.00% +356.0 +0.8% $26.36 +15.0%
873 AVNT AVIENT CORPORATION Basic Materials 32,350.0 $1.2M 0.00% +20K +171.9% $36.30 -6.0%
874 QTUM ETF SER SOLUTIONS 10,941.0 $1.2M 0.00% +4K +61.8% $107.30 +39.2%
875 BIOHAVEN LTD 138,410.0 $1.2M 0.00% +73K +110.6% $8.46
876 FCVT FIRST TR EXCHANGE-TRADED FD 26,376.0 $1.2M 0.00% +20K +313.1% $44.18 +17.1%
877 OGS ONE GAS INC Utilities 13,411.0 $1.2M 0.00% +7K +105.8% $86.13 -4.4%
878 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 11,100.0 $1.1M 0.00% +300.0 +2.8% $103.47 +617.8%
879 DBEF DBX ETF TR 23,128.0 $1.1M 0.00% +904.0 +4.1% $49.40 +6.8%
880 DRH DIAMONDROCK HOSPITALITY CO Real Estate 121,219.0 $1.1M 0.00% +23K +23.6% $9.37 +15.0%
Page 44 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%