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Portfolio (Quarterly) Guide ↗

CWM, LLC

· CIK 0001535847
13F Portfolio $36.9B AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5577 New
Page 135 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2681 FIXT TCW ETF TRUST 4,549.0 $174K NEW $38.25 -1.6%
2682 STXG EA SERIES TRUST 3,419.0 $174K NEW $50.89 +8.9%
2683 DB DEUTSCHE BANK A G Financial Services 4,504.0 $174K NEW $38.63 -8.7%
2684 BCO BRINKS CO Industrials 1,479.0 $173K NEW $116.97 -16.5%
2685 DT DYNATRACE INC Technology 3,987.0 $173K NEW $43.39 -4.5%
2686 ELME COMMUNITIES 9,928.0 $173K NEW $17.43
2687 AURORA CANNABIS INC 41,079.0 $173K NEW $4.21
2688 FELV FIDELITY COVINGTON TRUST 4,957.0 $172K NEW $34.70 +15.4%
2689 RQI COHEN & STEERS QUALITY INCOM Financial Services 15,090.0 $172K NEW $11.40 +7.6%
2690 CPS COOPER STD HLDGS INC Consumer Cyclical 5,246.0 $172K NEW $32.79 -9.0%
2691 ARI APOLLO COML REAL EST FIN INC Real Estate 17,728.0 $172K NEW $9.70 +11.6%
2692 CUBI CUSTOMERS BANCORP INC Financial Services 2,359.0 $172K NEW $72.91 +3.9%
2693 NRC NATIONAL RESH CORP Healthcare 9,155.0 $172K NEW $18.79 -1.3%
2694 VRIG INVESCO ACTIVELY MANAGED EXC 6,836.0 $172K NEW $25.16 -0.1%
2695 IHRT IHEARTMEDIA INC Communication Services 41,364.0 $172K NEW $4.16 -13.7%
2696 STM STMICROELECTRONICS N V Technology 6,587.0 $171K NEW $25.96 +202.0%
2697 BMRC BANK MARIN BANCORP Financial Services 6,560.0 $171K NEW $26.07 -1.0%
2698 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 6,386.0 $170K NEW $26.62 +38.7%
2699 LOB LIVE OAK BANCSHARES INC Financial Services 4,926.0 $169K NEW $34.31 +11.5%
2700 HOPE HOPE BANCORP INC Financial Services 15,394.0 $169K NEW $10.98 +17.0%
Page 135 of 279  ·  5,577 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 28.6%
Financial Services 19.7%
Healthcare 11.1%
Consumer Cyclical 9.6%
Industrials 8.9%
Communication Services 7.5%
Consumer Defensive 5.5%
Energy 3.3%
Utilities 2.6%
Real Estate 1.6%