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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 144 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2861 AVSD AMERICAN CENTY ETF TR 1,787.0 $133K NEW $74.43 +8.1%
2862 DFGX DIMENSIONAL ETF TRUST 2,525.0 $133K NEW $52.67 +1.6%
2863 DXJ WISDOMTREE TR 913.0 $132K NEW $144.58 +23.5%
2864 BOKF BOK FINL CORP Financial Services 1,114.0 $132K NEW $118.49 +10.0%
2865 KC KINGSOFT CLOUD HLDGS LTD Technology 12,790.0 $132K NEW $10.32 -2.5%
2866 NUVL NUVALENT INC Healthcare 1,317.0 $132K NEW $100.23 +23.1%
2867 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 1,742.0 $132K NEW $75.77 +11.1%
2868 VTWV VANGUARD SCOTTSDALE FDS 822.0 $131K NEW $159.37 +20.1%
2869 EFC ELLINGTON FINANCIAL INC Real Estate 9,624.0 $131K NEW $13.61 -1.3%
2870 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 14,740.0 $131K NEW $8.89 -4.2%
2871 SBS COMPANHIA DE SANEAMENTO BASI Utilities 5,474.0 $131K NEW $23.93 -78.1%
2872 GIC GLOBAL INDUSTRIAL COMPANY Industrials 4,493.0 $131K NEW $29.16 +12.9%
2873 XSD SPDR SERIES TRUST 406.0 $131K NEW $322.66 +97.2%
2874 EMF TEMPLETON EMERGING MKTS FD Financial Services 7,713.0 $131K NEW $16.98 +42.5%
2875 PCVX VAXCYTE INC Healthcare 2,840.0 $131K NEW $46.13 +11.5%
2876 BIRKENSTOCK HOLDING PLC 3,208.0 $131K NEW $40.84
2877 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 15,918.0 $130K NEW $8.17 -4.6%
2878 NTGR NETGEAR INC Technology 5,307.0 $130K NEW $24.50 -5.9%
2879 FBP FIRST BANCORP P R Financial Services 6,284.0 $130K NEW $20.69 +21.8%
2880 JHCB JOHN HANCOCK EXCHANGE TRADED 5,998.0 $129K NEW $21.51 -1.0%
Page 144 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%