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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 57 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 NTLA INTELLIA THERAPEUTICS INC Healthcare 44,939.0 $576K 0.00% +22K +96.3% $12.82 -3.5%
1122 PRI PRIMERICA INC Financial Services 2,292.0 $574K 0.00% +39.0 +1.7% $250.48 +12.2%
1123 WSFS WSFS FINL CORP Financial Services 8,708.0 $570K 0.00% +3K +64.1% $65.46 +9.7%
1124 MCW MISTER CAR WASH INC Consumer Cyclical 80,908.0 $564K 0.00% +6K +7.3% $6.97 +1.9%
1125 REMX VANECK ETF TRUST 6,408.0 $564K 0.00% +178.0 +2.9% $88.00 +8.8%
1126 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 297.0 $560K 0.00% +122.0 +69.7% $1887.08 +5.4%
1127 PAGS PAGSEGURO DIGITAL LTD Technology 55,870.0 $560K 0.00% +48K +607.0% $10.02 -7.0%
1128 UFPT UFP TECHNOLOGIES INC Healthcare 2,870.0 $556K 0.00% +68.0 +2.4% $193.60 +16.1%
1129 ARKX ARK ETF TR 18,908.0 $555K 0.00% +2K +9.4% $29.35 +17.4%
1130 PRFZ INVESCO EXCHANGE TRADED FD T 11,984.0 $550K 0.00% +6K +97.1% $45.87 +10.6%
1131 GTEK GOLDMAN SACHS ETF TR 13,376.0 $547K 0.00% +1K +8.5% $40.90 +33.9%
1132 GTY GETTY RLTY CORP NEW Real Estate 17,160.0 $546K 0.00% +4K +25.8% $31.80 +5.1%
1133 STEP STEPSTONE GROUP INC Financial Services 11,432.0 $546K 0.00% +10K +497.6% $47.72 +9.0%
1134 PAAS PAN AMERN SILVER CORP Basic Materials 9,978.0 $545K 0.00% +4K +58.0% $54.63 +0.3%
1135 JHMM JOHN HANCOCK EXCHANGE TRADED 8,110.0 $544K 0.00% +918.0 +12.8% $67.12 +7.2%
1136 FULT FULTON FINL CORP PA Financial Services 26,742.0 $544K 0.00% +665.0 +2.5% $20.34 +5.2%
1137 FLYW FLYWIRE CORPORATION Technology 46,648.0 $543K 0.00% +21K +79.0% $11.64 +38.8%
1138 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 9,606.0 $542K 0.00% +376.0 +4.1% $56.45 -9.6%
1139 NFBK NORTHFIELD BANCORP INC DEL Financial Services 40,017.0 $542K 0.00% +1K +3.3% $13.54 +4.9%
1140 FENY FIDELITY COVINGTON TRUST 15,887.0 $540K 0.00% +1K +10.2% $34.02 -3.2%
Page 57 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%